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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 | $1,814 | $24,618-92.6% | $71,585-97.5% | $82,637-97.8% |
| Participation rate | 95.0% | 68.2%+26.8pp | 68.2%+26.8pp | 68.1%+26.9pp |
| Annual return | 5.58% | 93.17%-87.6pp | 59.26%-53.7pp | 53.51%-47.9pp |
| Employer contribution / active EE | $547 | $852-35.7% | $1,669-67.2% | $2,552-78.5% |
| Participant deferral / active EE | $1,115 | $1,720-35.2% | $2,923-61.9% | $4,126-73.0% |
| Admin fee / account holder | $1,029 | $3,285-68.7% | $4,712-78.2% | $7,339-86.0% |