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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 | $4,184 | $24,618-83.0% | $71,585-94.2% | $82,637-94.9% |
| Participation rate | 89.6% | 68.2%+21.4pp | 68.2%+21.4pp | 68.1%+21.5pp |
| Annual return | 13.20% | 93.17%-80.0pp | 59.26%-46.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $884 | $852+3.7% | $1,669-47.1% | $2,552-65.4% |
| Participant deferral / active EE | $2,184 | $1,720+27.0% | $2,923-25.3% | $4,126-47.1% |
| Admin fee / account holder | $1,255 | $3,285-61.8% | $4,712-73.4% | $7,339-82.9% |