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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 | $6,442 | $23,330-72.4% | $64,489-90.0% | $82,448-92.2% |
| Participation rate | 81.6% | 68.3%+13.3pp | 67.7%+13.9pp | 68.1%+13.5pp |
| Annual return | 11.88% | 83.66%-71.8pp | 55.03%-43.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $264 | $824-68.0% | $1,523-82.7% | $2,551-89.7% |
| Participant deferral / active EE | $1,647 | $1,707-3.5% | $2,778-40.7% | $4,139-60.2% |
| Admin fee / account holder | $997 | $2,946-66.1% | $4,260-76.6% | $7,234-86.2% |