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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 | $15,818 | $91,179-82.7% | $178,499-91.1% | $79,852-80.2% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 0.33% | 24.19%-23.9pp | 151.10%-150.8pp | 31.72%-31.4pp |
| Employer contribution / active EE | $1,059 | $3,256-67.5% | $5,011-78.9% | $2,471-57.1% |
| Participant deferral / active EE | $1,371 | $3,236-57.6% | $5,202-73.6% | $3,740-63.3% |
| Admin fee / account holder | $3,665 | $6,749-45.7% | $13,986-73.8% | $5,306-30.9% |