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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 | $7,906 | $51,638-84.7% | $68,368-88.4% | $82,448-90.4% |
| Participation rate | 72.2% | 63.6%+8.6pp | 73.8%-1.5pp | 68.1%+4.2pp |
| Annual return | 12.02% | 37.53%-25.5pp | 292.57%-280.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $589 | $2,047-71.2% | $2,649-77.7% | $2,551-76.9% |
| Participant deferral / active EE | $1,155 | $2,914-60.4% | $4,123-72.0% | $4,139-72.1% |
| Admin fee / account holder | $835 | $4,643-82.0% | $5,150-83.8% | $7,234-88.5% |