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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 | $24,618-88.0% | $71,585-95.9% | $82,637-96.4% |
| Participation rate | 89.8% | 68.2%+21.6pp | 68.2%+21.6pp | 68.1%+21.7pp |
| Annual return | 5.55% | 93.17%-87.6pp | 59.26%-53.7pp | 53.51%-48.0pp |
| Employer contribution / active EE | $610 | $852-28.4% | $1,669-63.4% | $2,552-76.1% |
| Participant deferral / active EE | $1,146 | $1,720-33.4% | $2,923-60.8% | $4,126-72.2% |
| Admin fee / account holder | $1,470 | $3,285-55.3% | $4,712-68.8% | $7,339-80.0% |