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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 | $3,329 | $23,330-85.7% | $64,489-94.8% | $82,448-96.0% |
| Participation rate | 90.4% | 68.3%+22.1pp | 67.7%+22.7pp | 68.1%+22.3pp |
| Annual return | 8.79% | 83.66%-74.9pp | 55.03%-46.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $645 | $824-21.8% | $1,523-57.7% | $2,551-74.7% |
| Participant deferral / active EE | $1,419 | $1,707-16.9% | $2,778-48.9% | $4,139-65.7% |
| Admin fee / account holder | $1,362 | $2,946-53.8% | $4,260-68.0% | $7,234-81.2% |