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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 | $29,716-93.9% | $56,077-96.7% | $80,925-97.7% |
| Participation rate | 73.8% | 41.7%+32.1pp | 52.5%+21.3pp | 67.7%+6.2pp |
| Annual return | 9.41% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $772 | $1,228-37.2% | $1,954-60.5% | $4,299-82.1% |
| Admin fee / account holder | $314 | $2,432-87.1% | $2,825-88.9% | $6,940-95.5% |