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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 | $24,618-90.5% | $71,585-96.7% | $82,637-97.2% |
| Participation rate | 88.9% | 68.2%+20.7pp | 68.2%+20.7pp | 68.1%+20.8pp |
| Annual return | 13.03% | 93.17%-80.1pp | 59.26%-46.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $424 | $852-50.2% | $1,669-74.6% | $2,552-83.4% |
| Participant deferral / active EE | $966 | $1,720-43.8% | $2,923-66.9% | $4,126-76.6% |
| Admin fee / account holder | $878 | $3,285-73.3% | $4,712-81.4% | $7,339-88.0% |