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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 | $23,838 | $58,241-59.1% | $81,780-70.9% | $80,911-70.5% |
| Participation rate | 78.6% | 63.4%+15.1pp | 72.4%+6.2pp | 67.6%+10.9pp |
| Annual return | 8.33% | 41.73%-33.4pp | 776.27%-767.9pp | 35.63%-27.3pp |
| Employer contribution / active EE | $980 | $2,343-58.2% | $2,914-66.4% | $2,756-64.4% |
| Participant deferral / active EE | $1,846 | $3,283-43.8% | $4,321-57.3% | $4,297-57.0% |
| Admin fee / account holder | $832 | $4,973-83.3% | $7,384-88.7% | $6,935-88.0% |