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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 | $2,988 | $23,330-87.2% | $64,489-95.4% | $82,448-96.4% |
| Participation rate | 90.9% | 68.3%+22.6pp | 67.7%+23.2pp | 68.1%+22.8pp |
| Annual return | 8.95% | 83.66%-74.7pp | 55.03%-46.1pp | 41.64%-32.7pp |
| Employer contribution / active EE | $552 | $824-33.0% | $1,523-63.8% | $2,551-78.4% |
| Participant deferral / active EE | $985 | $1,707-42.3% | $2,778-64.5% | $4,139-76.2% |
| Admin fee / account holder | $799 | $2,946-72.9% | $4,260-81.2% | $7,234-89.0% |