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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 | $1,670 | $23,330-92.8% | $64,489-97.4% | $82,448-98.0% |
| Participation rate | 82.5% | 68.3%+14.2pp | 67.7%+14.8pp | 68.1%+14.4pp |
| Annual return | 10.54% | 83.66%-73.1pp | 55.03%-44.5pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,315 | $1,707-23.0% | $2,778-52.7% | $4,139-68.2% |
| Admin fee / account holder | $914 | $2,946-69.0% | $4,260-78.5% | $7,234-87.4% |