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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 | $4,553 | $23,330-80.5% | $64,489-92.9% | $82,448-94.5% |
| Participation rate | 93.9% | 68.3%+25.7pp | 67.7%+26.2pp | 68.1%+25.9pp |
| Annual return | -8.74% | 83.66%-92.4pp | 55.03%-63.8pp | 41.64%-50.4pp |
| Employer contribution / active EE | $763 | $824-7.4% | $1,523-49.9% | $2,551-70.1% |
| Participant deferral / active EE | $1,405 | $1,707-17.7% | $2,778-49.4% | $4,139-66.1% |
| Admin fee / account holder | $933 | $2,946-68.3% | $4,260-78.1% | $7,234-87.1% |