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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 | $7,775 | $23,330-66.7% | $64,489-87.9% | $82,448-90.6% |
| Participation rate | 83.9% | 68.3%+15.6pp | 67.7%+16.2pp | 68.1%+15.9pp |
| Annual return | 5.75% | 83.66%-77.9pp | 55.03%-49.3pp | 41.64%-35.9pp |
| Employer contribution / active EE | $625 | $824-24.2% | $1,523-59.0% | $2,551-75.5% |
| Participant deferral / active EE | $1,907 | $1,707+11.7% | $2,778-31.4% | $4,139-53.9% |
| Admin fee / account holder | $1,431 | $2,946-51.4% | $4,260-66.4% | $7,234-80.2% |