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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 | $1,851 | $29,736-93.8% | $56,033-96.7% | $80,935-97.7% |
| Participation rate | 82.1% | 41.7%+40.4pp | 52.5%+29.7pp | 67.7%+14.5pp |
| Annual return | -7.98% | 35.28%-43.3pp | 1711.38%-1719.4pp | 35.66%-43.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,008 | $1,228-17.9% | $1,954-48.4% | $4,299-76.5% |
| Admin fee / account holder | $322 | $2,434-86.8% | $2,827-88.6% | $6,924-95.3% |