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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 | $2,204 | $29,667-92.6% | $56,441-96.1% | $80,874-97.3% |
| Participation rate | 94.4% | 41.7%+52.8pp | 52.5%+41.9pp | 67.6%+26.8pp |
| Annual return | 6.40% | 35.22%-28.8pp | 1704.21%-1697.8pp | 35.62%-29.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,663 | $1,227+35.6% | $1,953-14.9% | $4,297-61.3% |
| Admin fee / account holder | $732 | $2,429-69.9% | $2,829-74.1% | $6,935-89.4% |