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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 | $27,202 | $34,316-20.7% | $74,722-63.6% | $72,975-62.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 2.28% | 26.58%-24.3pp | 753.11%-750.8pp | 81.01%-78.7pp |
| Employer contribution / active EE | $2,989 | $692+332.0% | $1,084+175.7% | $2,440+22.5% |
| Participant deferral / active EE | $2,587 | $1,272+103.4% | $1,963+31.8% | $3,608-28.3% |
| Admin fee / account holder | $1,642 | $2,125-22.7% | $3,335-50.8% | $5,124-68.0% |