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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 | $3,477 | $29,319-88.1% | $52,425-93.4% | $82,448-95.8% |
| Participation rate | 80.8% | 46.9%+33.9pp | 55.6%+25.1pp | 68.1%+12.7pp |
| Annual return | 14.42% | 535.20%-520.8pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,016 | $1,171-13.3% | $1,790-43.3% | $4,139-75.5% |
| Admin fee / account holder | $785 | $1,962-60.0% | $2,495-68.5% | $7,234-89.2% |