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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,127 | $90,614-65.6% | $76,089-59.1% | $145,877-78.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 7.19% | 623.80%-616.6pp | 360.94%-353.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $730 | $3,324-78.1% | $2,690-72.9% | $4,663-84.4% |
| Participant deferral / active EE | $3,779 | $5,168-26.9% | $4,259-11.3% | $6,691-43.5% |
| Admin fee / account holder | $2,564 | $8,376-69.4% | $6,418-60.1% | $13,402-80.9% |