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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 | $61,124 | $80,812-24.4% | $160,784-62.0% | $82,448-25.9% |
| Participation rate | 75.9% | 66.2%+9.6pp | 77.0%-1.1pp | 68.1%+7.8pp |
| Annual return | 9.66% | 100.59%-90.9pp | 1803.92%-1794.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,620 | $2,174-25.5% | $3,733-56.6% | $2,551-36.5% |
| Participant deferral / active EE | $2,804 | $4,335-35.3% | $6,293-55.4% | $4,139-32.3% |
| Admin fee / account holder | $3,745 | $7,695-51.3% | $9,717-61.5% | $7,234-48.2% |