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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 | $22,041 | $53,128-58.5% | $86,582-74.5% | $70,126-68.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.43% | 27.66%-18.2pp | 965.08%-955.7pp | 73.15%-63.7pp |
| Employer contribution / active EE | $727 | $2,068-64.8% | $2,839-74.4% | $2,343-68.9% |
| Participant deferral / active EE | $897 | $2,695-66.7% | $3,609-75.1% | $3,332-73.1% |
| Admin fee / account holder | $936 | $3,584-73.9% | $4,904-80.9% | $4,645-79.8% |