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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 | $7,182 | $23,330-69.2% | $64,489-88.9% | $82,448-91.3% |
| Participation rate | 74.5% | 68.3%+6.2pp | 67.7%+6.8pp | 68.1%+6.4pp |
| Annual return | 8.06% | 83.66%-75.6pp | 55.03%-47.0pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,320 | $1,707-22.7% | $2,778-52.5% | $4,139-68.1% |
| Admin fee / account holder | $998 | $2,946-66.1% | $4,260-76.6% | $7,234-86.2% |