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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 | $22,103 | $81,668-72.9% | $58,507-62.2% | $139,487-84.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 6.98% | 7430.07%-7423.1pp | 4252.32%-4245.3pp | 373.84%-366.9pp |
| Employer contribution / active EE | $181 | $1,398-87.0% | $1,053-82.8% | $4,755-96.2% |
| Participant deferral / active EE | $633 | $2,554-75.2% | $1,922-67.1% | $6,713-90.6% |
| Admin fee / account holder | $1,658 | $3,212-48.4% | $2,486-33.3% | $11,407-85.5% |