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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 | $24,618-91.0% | $71,585-96.9% | $82,637-97.3% |
| Participation rate | 94.9% | 68.2%+26.7pp | 68.2%+26.7pp | 68.1%+26.8pp |
| Annual return | -0.39% | 93.17%-93.6pp | 59.26%-59.6pp | 53.51%-53.9pp |
| Employer contribution / active EE | $657 | $852-22.9% | $1,669-60.6% | $2,552-74.3% |
| Participant deferral / active EE | $1,396 | $1,720-18.9% | $2,923-52.2% | $4,126-66.2% |
| Admin fee / account holder | $999 | $3,285-69.6% | $4,712-78.8% | $7,339-86.4% |