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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 | $2,761 | $24,618-88.8% | $71,585-96.1% | $82,637-96.7% |
| Participation rate | 86.4% | 68.2%+18.3pp | 68.2%+18.3pp | 68.1%+18.4pp |
| Annual return | 7.20% | 93.17%-86.0pp | 59.26%-52.1pp | 53.51%-46.3pp |
| Employer contribution / active EE | $709 | $852-16.7% | $1,669-57.5% | $2,552-72.2% |
| Participant deferral / active EE | $1,402 | $1,720-18.5% | $2,923-52.1% | $4,126-66.0% |
| Admin fee / account holder | $1,403 | $3,285-57.3% | $4,712-70.2% | $7,339-80.9% |