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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 | $5,447 | $23,330-76.7% | $64,489-91.6% | $82,448-93.4% |
| Participation rate | 93.3% | 68.3%+25.0pp | 67.7%+25.6pp | 68.1%+25.3pp |
| Annual return | 13.03% | 83.66%-70.6pp | 55.03%-42.0pp | 41.64%-28.6pp |
| Employer contribution / active EE | $908 | $824+10.2% | $1,523-40.4% | $2,551-64.4% |
| Participant deferral / active EE | $2,785 | $1,707+63.2% | $2,778+0.3% | $4,139-32.7% |
| Admin fee / account holder | $1,202 | $2,946-59.2% | $4,260-71.8% | $7,234-83.4% |