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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 | $2,471 | $51,638-95.2% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 70.4% | 63.6%+6.8pp | 73.8%-3.4pp | 68.1%+2.3pp |
| Annual return | 11.59% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,102 | $2,914-62.2% | $4,123-73.3% | $4,139-73.4% |
| Admin fee / account holder | $396 | $4,643-91.5% | $5,150-92.3% | $7,234-94.5% |