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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 | $29,670-63.1% | $56,054-80.5% | $80,911-86.5% |
| Participation rate | 82.5% | 41.7%+40.8pp | 52.5%+30.0pp | 67.6%+14.9pp |
| Annual return | 7.57% | 35.24%-27.7pp | 1705.95%-1698.4pp | 35.63%-28.1pp |
| Employer contribution / active EE | $285 | $670-57.4% | $1,039-72.6% | $2,756-89.7% |
| Participant deferral / active EE | $348 | $1,227-71.6% | $1,952-82.2% | $4,297-91.9% |
| Admin fee / account holder | $1,165 | $2,431-52.1% | $2,822-58.7% | $6,935-83.2% |