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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 | $24,618-68.4% | $71,585-89.1% | $82,637-90.6% |
| Participation rate | 83.9% | 68.2%+15.7pp | 68.2%+15.8pp | 68.1%+15.9pp |
| Annual return | 5.75% | 93.17%-87.4pp | 59.26%-53.5pp | 53.51%-47.8pp |
| Employer contribution / active EE | $625 | $852-26.6% | $1,669-62.5% | $2,552-75.5% |
| Participant deferral / active EE | $1,907 | $1,720+10.8% | $2,923-34.8% | $4,126-53.8% |
| Admin fee / account holder | $1,431 | $3,285-56.4% | $4,712-69.6% | $7,339-80.5% |