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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 | $2,811 | $23,330-87.9% | $64,489-95.6% | $82,448-96.6% |
| Participation rate | 74.5% | 68.3%+6.2pp | 67.7%+6.8pp | 68.1%+6.4pp |
| Annual return | 13.21% | 83.66%-70.4pp | 55.03%-41.8pp | 41.64%-28.4pp |
| Employer contribution / active EE | $430 | $824-47.8% | $1,523-71.7% | $2,551-83.1% |
| Participant deferral / active EE | $965 | $1,707-43.5% | $2,778-65.3% | $4,139-76.7% |
| Admin fee / account holder | $1,447 | $2,946-50.9% | $4,260-66.0% | $7,234-80.0% |