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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 | $2,417 | $24,618-90.2% | $71,585-96.6% | $82,637-97.1% |
| Participation rate | 95.6% | 68.2%+27.4pp | 68.2%+27.4pp | 68.1%+27.5pp |
| Annual return | 3.00% | 93.17%-90.2pp | 59.26%-56.3pp | 53.51%-50.5pp |
| Employer contribution / active EE | $706 | $852-17.1% | $1,669-57.7% | $2,552-72.3% |
| Participant deferral / active EE | $1,206 | $1,720-29.9% | $2,923-58.8% | $4,126-70.8% |
| Admin fee / account holder | $466 | $3,285-85.8% | $4,712-90.1% | $7,339-93.6% |