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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 | $4,375 | $23,330-81.2% | $64,489-93.2% | $82,448-94.7% |
| Participation rate | 81.6% | 68.3%+13.3pp | 67.7%+13.9pp | 68.1%+13.6pp |
| Annual return | 13.61% | 83.66%-70.0pp | 55.03%-41.4pp | 41.64%-28.0pp |
| Employer contribution / active EE | $675 | $824-18.1% | $1,523-55.7% | $2,551-73.5% |
| Participant deferral / active EE | $1,342 | $1,707-21.4% | $2,778-51.7% | $4,139-67.6% |
| Admin fee / account holder | $1,133 | $2,946-61.5% | $4,260-73.4% | $7,234-84.3% |