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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 | $10,954 | $29,716-63.1% | $56,077-80.5% | $80,925-86.5% |
| Participation rate | 82.5% | 41.7%+40.8pp | 52.5%+30.0pp | 67.7%+14.8pp |
| Annual return | 7.57% | 35.30%-27.7pp | 1709.28%-1701.7pp | 35.65%-28.1pp |
| Employer contribution / active EE | $285 | $671-57.5% | $1,040-72.6% | $2,756-89.7% |
| Participant deferral / active EE | $348 | $1,228-71.6% | $1,954-82.2% | $4,299-91.9% |
| Admin fee / account holder | $1,165 | $2,432-52.1% | $2,825-58.7% | $6,940-83.2% |