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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 | $23,330-89.6% | $64,489-96.3% | $82,448-97.1% |
| Participation rate | 95.6% | 68.3%+27.3pp | 67.7%+27.9pp | 68.1%+27.5pp |
| Annual return | 3.00% | 83.66%-80.7pp | 55.03%-52.0pp | 41.64%-38.6pp |
| Employer contribution / active EE | $706 | $824-14.3% | $1,523-53.6% | $2,551-72.3% |
| Participant deferral / active EE | $1,206 | $1,707-29.4% | $2,778-56.6% | $4,139-70.9% |
| Admin fee / account holder | $466 | $2,946-84.2% | $4,260-89.1% | $7,234-93.6% |