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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 | $25,146 | $29,670-15.2% | $56,054-55.1% | $80,911-68.9% |
| Participation rate | 82.8% | 41.7%+41.1pp | 52.5%+30.3pp | 67.6%+15.1pp |
| Annual return | 10.11% | 35.24%-25.1pp | 1705.95%-1695.8pp | 35.63%-25.5pp |
| Employer contribution / active EE | $2,435 | $670+263.5% | $1,039+134.3% | $2,756-11.7% |
| Participant deferral / active EE | $3,692 | $1,227+201.0% | $1,952+89.1% | $4,297-14.1% |
| Admin fee / account holder | $752 | $2,431-69.1% | $2,822-73.4% | $6,935-89.2% |