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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 | $24,618-86.5% | $71,585-95.3% | $82,637-96.0% |
| Participation rate | 90.4% | 68.2%+22.2pp | 68.2%+22.2pp | 68.1%+22.3pp |
| Annual return | 8.79% | 93.17%-84.4pp | 59.26%-50.5pp | 53.51%-44.7pp |
| Employer contribution / active EE | $645 | $852-24.3% | $1,669-61.4% | $2,552-74.7% |
| Participant deferral / active EE | $1,419 | $1,720-17.5% | $2,923-51.5% | $4,126-65.6% |
| Admin fee / account holder | $1,362 | $3,285-58.5% | $4,712-71.1% | $7,339-81.4% |