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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 | $5,871 | $23,330-74.8% | $64,489-90.9% | $82,448-92.9% |
| Participation rate | 72.9% | 68.3%+4.6pp | 67.7%+5.2pp | 68.1%+4.8pp |
| Annual return | 9.74% | 83.66%-73.9pp | 55.03%-45.3pp | 41.64%-31.9pp |
| Employer contribution / active EE | $746 | $824-9.6% | $1,523-51.1% | $2,551-70.8% |
| Participant deferral / active EE | $1,467 | $1,707-14.1% | $2,778-47.2% | $4,139-64.6% |
| Admin fee / account holder | $932 | $2,946-68.3% | $4,260-78.1% | $7,234-87.1% |