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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 | $14,692 | $23,330-37.0% | $64,489-77.2% | $82,448-82.2% |
| Participation rate | 72.1% | 68.3%+3.8pp | 67.7%+4.4pp | 68.1%+4.0pp |
| Annual return | 9.53% | 83.66%-74.1pp | 55.03%-45.5pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,509 | $1,707-11.6% | $2,778-45.7% | $4,139-63.5% |
| Admin fee / account holder | $1,155 | $2,946-60.8% | $4,260-72.9% | $7,234-84.0% |