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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 | $3,578 | $23,330-84.7% | $64,489-94.5% | $82,448-95.7% |
| Participation rate | 84.9% | 68.3%+16.7pp | 67.7%+17.3pp | 68.1%+16.9pp |
| Annual return | 12.51% | 83.66%-71.2pp | 55.03%-42.5pp | 41.64%-29.1pp |
| Employer contribution / active EE | $610 | $824-26.1% | $1,523-60.0% | $2,551-76.1% |
| Participant deferral / active EE | $1,261 | $1,707-26.1% | $2,778-54.6% | $4,139-69.5% |
| Admin fee / account holder | $619 | $2,946-79.0% | $4,260-85.5% | $7,234-91.4% |