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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 | $7,701 | $29,667-74.0% | $56,441-86.4% | $80,874-90.5% |
| Participation rate | 86.7% | 41.7%+45.0pp | 52.5%+34.2pp | 67.6%+19.0pp |
| Annual return | 9.81% | 35.22%-25.4pp | 1704.21%-1694.4pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,717 | $669+156.5% | $1,039+65.2% | $2,756-37.7% |
| Participant deferral / active EE | $2,963 | $1,227+141.5% | $1,953+51.7% | $4,297-31.1% |
| Admin fee / account holder | $2,710 | $2,429+11.5% | $2,829-4.2% | $6,935-60.9% |