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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 | $3,438 | $29,736-88.4% | $56,033-93.9% | $80,935-95.8% |
| Participation rate | 84.5% | 41.7%+42.8pp | 52.5%+32.0pp | 67.7%+16.8pp |
| Annual return | 0.77% | 35.28%-34.5pp | 1711.38%-1710.6pp | 35.66%-34.9pp |
| Employer contribution / active EE | $481 | $671-28.3% | $1,041-53.8% | $2,757-82.5% |
| Participant deferral / active EE | $1,344 | $1,228+9.4% | $1,954-31.2% | $4,299-68.7% |
| Admin fee / account holder | $547 | $2,434-77.5% | $2,827-80.6% | $6,924-92.1% |