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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 | $17,309 | $45,050-61.6% | $63,018-72.5% | $70,126-75.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 3.69% | 18.76%-15.1pp | 87.62%-83.9pp | 73.15%-69.5pp |
| Employer contribution / active EE | $667 | $2,052-67.5% | $2,761-75.9% | $2,343-71.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $769 | $2,834-72.9% | $3,601-78.6% | $4,645-83.4% |