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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 | $8,010 | $58,311-86.3% | $81,882-90.2% | $80,959-90.1% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 8.79% | 41.85%-33.1pp | 779.47%-770.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $813 | $2,347-65.3% | $2,916-72.1% | $2,757-70.5% |
| Participant deferral / active EE | $1,594 | $3,287-51.5% | $4,323-63.1% | $4,300-62.9% |
| Admin fee / account holder | $528 | $4,752-88.9% | $7,360-92.8% | $6,925-92.4% |