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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 | $3,363 | $23,330-85.6% | $64,489-94.8% | $82,448-95.9% |
| Participation rate | 96.6% | 68.3%+28.3pp | 67.7%+28.9pp | 68.1%+28.5pp |
| Annual return | 10.20% | 83.66%-73.5pp | 55.03%-44.8pp | 41.64%-31.4pp |
| Employer contribution / active EE | $647 | $824-21.5% | $1,523-57.5% | $2,551-74.6% |
| Participant deferral / active EE | $1,211 | $1,707-29.1% | $2,778-56.4% | $4,139-70.7% |
| Admin fee / account holder | $1,641 | $2,946-44.3% | $4,260-61.5% | $7,234-77.3% |