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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 | $3,336 | $24,618-86.4% | $71,585-95.3% | $82,637-96.0% |
| Participation rate | 71.6% | 68.2%+3.4pp | 68.2%+3.5pp | 68.1%+3.6pp |
| Annual return | 13.38% | 93.17%-79.8pp | 59.26%-45.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $526 | $852-38.2% | $1,669-68.5% | $2,552-79.4% |
| Participant deferral / active EE | $1,269 | $1,720-26.3% | $2,923-56.6% | $4,126-69.3% |
| Admin fee / account holder | $1,289 | $3,285-60.8% | $4,712-72.6% | $7,339-82.4% |