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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 | $2,348 | $23,330-89.9% | $64,489-96.4% | $82,448-97.2% |
| Participation rate | 88.9% | 68.3%+20.6pp | 67.7%+21.2pp | 68.1%+20.8pp |
| Annual return | 13.03% | 83.66%-70.6pp | 55.03%-42.0pp | 41.64%-28.6pp |
| Employer contribution / active EE | $424 | $824-48.6% | $1,523-72.2% | $2,551-83.4% |
| Participant deferral / active EE | $966 | $1,707-43.4% | $2,778-65.2% | $4,139-76.7% |
| Admin fee / account holder | $878 | $2,946-70.2% | $4,260-79.4% | $7,234-87.9% |