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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 | $29,670-63.6% | $56,054-80.7% | $80,911-86.6% |
| Participation rate | 90.9% | 41.7%+49.2pp | 52.5%+38.4pp | 67.6%+23.3pp |
| Annual return | 3.99% | 35.24%-31.2pp | 1705.95%-1702.0pp | 35.63%-31.6pp |
| Employer contribution / active EE | $1,837 | $670+174.3% | $1,039+76.8% | $2,756-33.3% |
| Participant deferral / active EE | $3,877 | $1,227+216.0% | $1,952+98.6% | $4,297-9.8% |
| Admin fee / account holder | $390 | $2,431-84.0% | $2,822-86.2% | $6,935-94.4% |