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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 | $2,221 | $23,330-90.5% | $64,489-96.6% | $82,448-97.3% |
| Participation rate | 94.9% | 68.3%+26.6pp | 67.7%+27.2pp | 68.1%+26.8pp |
| Annual return | -0.39% | 83.66%-84.0pp | 55.03%-55.4pp | 41.64%-42.0pp |
| Employer contribution / active EE | $657 | $824-20.3% | $1,523-56.9% | $2,551-74.3% |
| Participant deferral / active EE | $1,396 | $1,707-18.2% | $2,778-49.8% | $4,139-66.3% |
| Admin fee / account holder | $999 | $2,946-66.1% | $4,260-76.5% | $7,234-86.2% |