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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 | $2,199 | $23,330-90.6% | $64,489-96.6% | $82,448-97.3% |
| Participation rate | 94.3% | 68.3%+26.1pp | 67.7%+26.6pp | 68.1%+26.3pp |
| Annual return | 6.55% | 83.66%-77.1pp | 55.03%-48.5pp | 41.64%-35.1pp |
| Employer contribution / active EE | $439 | $824-46.7% | $1,523-71.2% | $2,551-82.8% |
| Participant deferral / active EE | $1,400 | $1,707-18.0% | $2,778-49.6% | $4,139-66.2% |
| Admin fee / account holder | $966 | $2,946-67.2% | $4,260-77.3% | $7,234-86.7% |