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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 | $2,964 | $23,330-87.3% | $64,489-95.4% | $82,448-96.4% |
| Participation rate | 89.8% | 68.3%+21.5pp | 67.7%+22.1pp | 68.1%+21.7pp |
| Annual return | 5.55% | 83.66%-78.1pp | 55.03%-49.5pp | 41.64%-36.1pp |
| Employer contribution / active EE | $610 | $824-26.0% | $1,523-59.9% | $2,551-76.1% |
| Participant deferral / active EE | $1,146 | $1,707-32.9% | $2,778-58.7% | $4,139-72.3% |
| Admin fee / account holder | $1,470 | $2,946-50.1% | $4,260-65.5% | $7,234-79.7% |