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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 | $24,618-86.3% | $71,585-95.3% | $82,637-95.9% |
| Participation rate | 96.6% | 68.2%+28.4pp | 68.2%+28.4pp | 68.1%+28.5pp |
| Annual return | 10.20% | 93.17%-83.0pp | 59.26%-49.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $647 | $852-24.0% | $1,669-61.2% | $2,552-74.6% |
| Participant deferral / active EE | $1,211 | $1,720-29.6% | $2,923-58.6% | $4,126-70.7% |
| Admin fee / account holder | $1,641 | $3,285-50.0% | $4,712-65.2% | $7,339-77.6% |