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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 | $3,359 | $24,618-86.4% | $71,585-95.3% | $82,637-95.9% |
| Participation rate | 95.2% | 68.2%+27.0pp | 68.2%+27.1pp | 68.1%+27.2pp |
| Annual return | 13.58% | 93.17%-79.6pp | 59.26%-45.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $442 | $852-48.1% | $1,669-73.5% | $2,552-82.7% |
| Participant deferral / active EE | $1,945 | $1,720+13.1% | $2,923-33.5% | $4,126-52.9% |
| Admin fee / account holder | $1,496 | $3,285-54.5% | $4,712-68.3% | $7,339-79.6% |