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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 | $23,394 | $85,171-72.5% | $172,753-86.5% | $72,976-67.9% |
| Participation rate | 88.3% | 70.1%+18.2pp | 82.6%+5.7pp | 69.5%+18.8pp |
| Annual return | 6.12% | 27.32%-21.2pp | 803.00%-796.9pp | 81.02%-74.9pp |
| Employer contribution / active EE | $648 | $3,324-80.5% | $5,144-87.4% | $2,440-73.4% |
| Participant deferral / active EE | $1,276 | $3,260-60.8% | $5,198-75.4% | $3,608-64.6% |
| Admin fee / account holder | $410 | $5,880-93.0% | $13,956-97.1% | $5,124-92.0% |