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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 | $5,577 | $29,733-81.2% | $56,025-90.0% | $80,959-93.1% |
| Participation rate | 92.6% | 41.7%+50.9pp | 52.5%+40.1pp | 67.7%+24.9pp |
| Annual return | 10.47% | 35.28%-24.8pp | 1712.69%-1702.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,087 | $672+61.8% | $1,042+4.4% | $2,757-60.6% |
| Participant deferral / active EE | $1,355 | $1,229+10.2% | $1,955-30.7% | $4,300-68.5% |
| Admin fee / account holder | $610 | $2,434-74.9% | $2,828-78.4% | $6,925-91.2% |