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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 | $58,241-86.4% | $81,780-90.3% | $80,911-90.2% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.4%+24.1pp | 67.6%+28.8pp |
| Annual return | 9.63% | 41.73%-32.1pp | 776.27%-766.6pp | 35.63%-26.0pp |
| Employer contribution / active EE | $958 | $2,343-59.1% | $2,914-67.1% | $2,756-65.2% |
| Participant deferral / active EE | $1,559 | $3,283-52.5% | $4,321-63.9% | $4,297-63.7% |
| Admin fee / account holder | $764 | $4,973-84.6% | $7,384-89.7% | $6,935-89.0% |