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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 | $6,848 | $29,319-76.6% | $52,425-86.9% | $82,448-91.7% |
| Participation rate | 90.9% | 46.9%+44.1pp | 55.6%+35.3pp | 68.1%+22.8pp |
| Annual return | 13.53% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,273 | $586+117.0% | $914+39.2% | $2,551-50.1% |
| Participant deferral / active EE | $1,947 | $1,171+66.2% | $1,790+8.7% | $4,139-53.0% |
| Admin fee / account holder | $1,036 | $1,962-47.2% | $2,495-58.5% | $7,234-85.7% |