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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 | $21,866 | $47,479-53.9% | $62,929-65.3% | $82,448-73.5% |
| Participation rate | 96.0% | 66.9%+29.1pp | 73.1%+22.9pp | 68.1%+27.9pp |
| Annual return | 10.94% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $627 | $1,885-66.7% | $2,505-75.0% | $2,551-75.4% |
| Participant deferral / active EE | $2,834 | $2,870-1.3% | $3,888-27.1% | $4,139-31.5% |
| Admin fee / account holder | $394 | $3,804-89.6% | $5,065-92.2% | $7,234-94.5% |