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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 | $2,935 | $23,330-87.4% | $64,489-95.4% | $82,448-96.4% |
| Participation rate | 89.5% | 68.3%+21.2pp | 67.7%+21.8pp | 68.1%+21.4pp |
| Annual return | 10.14% | 83.66%-73.5pp | 55.03%-44.9pp | 41.64%-31.5pp |
| Employer contribution / active EE | $615 | $824-25.4% | $1,523-59.6% | $2,551-75.9% |
| Participant deferral / active EE | $1,521 | $1,707-10.9% | $2,778-45.3% | $4,139-63.3% |
| Admin fee / account holder | $1,400 | $2,946-52.5% | $4,260-67.1% | $7,234-80.7% |