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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 | $1,955 | $29,736-93.4% | $56,033-96.5% | $80,935-97.6% |
| Participation rate | 72.0% | 41.7%+30.3pp | 52.5%+19.5pp | 67.7%+4.3pp |
| Annual return | 4.60% | 35.28%-30.7pp | 1711.38%-1706.8pp | 35.66%-31.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $691 | $1,228-43.8% | $1,954-64.7% | $4,299-83.9% |
| Admin fee / account holder | $377 | $2,434-84.5% | $2,827-86.7% | $6,924-94.6% |