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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 | $58,258-86.3% | $81,820-90.2% | $80,925-90.1% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 8.79% | 41.76%-33.0pp | 777.93%-769.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $813 | $2,345-65.3% | $2,915-72.1% | $2,756-70.5% |
| Participant deferral / active EE | $1,594 | $3,284-51.5% | $4,323-63.1% | $4,299-62.9% |
| Admin fee / account holder | $528 | $4,976-89.4% | $7,391-92.9% | $6,940-92.4% |