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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 | $28,624-87.9% | $53,647-93.5% | $82,637-95.8% |
| Participation rate | 80.8% | 47.3%+33.5pp | 56.3%+24.5pp | 68.1%+12.7pp |
| Annual return | 14.42% | 664.98%-650.6pp | 358.33%-343.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,016 | $1,196-15.1% | $1,813-44.0% | $4,126-75.4% |
| Admin fee / account holder | $785 | $2,022-61.2% | $2,460-68.1% | $7,339-89.3% |