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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 | $9,782 | $29,319-66.6% | $52,425-81.3% | $82,448-88.1% |
| Participation rate | 76.0% | 46.9%+29.1pp | 55.6%+20.4pp | 68.1%+7.9pp |
| Annual return | 8.80% | 535.20%-526.4pp | 302.12%-293.3pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,844 | $1,171+57.4% | $1,790+3.0% | $4,139-55.4% |
| Admin fee / account holder | $1,451 | $1,962-26.1% | $2,495-41.8% | $7,234-79.9% |