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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 | $7,945 | $58,311-86.4% | $81,882-90.3% | $80,959-90.2% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.8pp |
| Annual return | 9.63% | 41.85%-32.2pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $958 | $2,347-59.2% | $2,916-67.1% | $2,757-65.2% |
| Participant deferral / active EE | $1,559 | $3,287-52.6% | $4,323-63.9% | $4,300-63.7% |
| Admin fee / account holder | $764 | $4,752-83.9% | $7,360-89.6% | $6,925-89.0% |