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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 | $10,808 | $29,736-63.7% | $56,033-80.7% | $80,935-86.6% |
| Participation rate | 90.9% | 41.7%+49.2pp | 52.5%+38.4pp | 67.7%+23.2pp |
| Annual return | 3.99% | 35.28%-31.3pp | 1711.38%-1707.4pp | 35.66%-31.7pp |
| Employer contribution / active EE | $1,837 | $671+173.6% | $1,041+76.5% | $2,757-33.4% |
| Participant deferral / active EE | $3,877 | $1,228+215.6% | $1,954+98.4% | $4,299-9.8% |
| Admin fee / account holder | $390 | $2,434-84.0% | $2,827-86.2% | $6,924-94.4% |