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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 | $5,908 | $24,618-76.0% | $71,585-91.7% | $82,637-92.9% |
| Participation rate | 94.7% | 68.2%+26.5pp | 68.2%+26.6pp | 68.1%+26.7pp |
| Annual return | 13.55% | 93.17%-79.6pp | 59.26%-45.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $894 | $852+4.9% | $1,669-46.4% | $2,552-65.0% |
| Participant deferral / active EE | $2,368 | $1,720+37.7% | $2,923-19.0% | $4,126-42.6% |
| Admin fee / account holder | $985 | $3,285-70.0% | $4,712-79.1% | $7,339-86.6% |