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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 | $1,827 | $29,733-93.9% | $56,025-96.7% | $80,959-97.7% |
| Participation rate | 73.8% | 41.7%+32.1pp | 52.5%+21.3pp | 67.7%+6.1pp |
| Annual return | 9.41% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $772 | $1,229-37.2% | $1,955-60.5% | $4,300-82.1% |
| Admin fee / account holder | $314 | $2,434-87.1% | $2,828-88.9% | $6,925-95.5% |