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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 | $38,556 | $58,258-33.8% | $81,820-52.9% | $80,925-52.4% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 9.15% | 41.76%-32.6pp | 777.93%-768.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $322 | $2,345-86.3% | $2,915-89.0% | $2,756-88.3% |
| Participant deferral / active EE | $4,448 | $3,284+35.5% | $4,323+2.9% | $4,299+3.5% |
| Admin fee / account holder | $403 | $4,976-91.9% | $7,391-94.6% | $6,940-94.2% |