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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 | $3,350 | $23,330-85.6% | $64,489-94.8% | $82,448-95.9% |
| Participation rate | 74.6% | 68.3%+6.4pp | 67.7%+7.0pp | 68.1%+6.6pp |
| Annual return | 0.61% | 83.66%-83.0pp | 55.03%-54.4pp | 41.64%-41.0pp |
| Employer contribution / active EE | $562 | $824-31.8% | $1,523-63.1% | $2,551-78.0% |
| Participant deferral / active EE | $1,359 | $1,707-20.4% | $2,778-51.1% | $4,139-67.2% |
| Admin fee / account holder | $752 | $2,946-74.5% | $4,260-82.3% | $7,234-89.6% |