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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 | $16,154 | $47,479-66.0% | $62,929-74.3% | $82,448-80.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.81% | 20.34%-11.5pp | 1063.93%-1055.1pp | 41.64%-32.8pp |
| Employer contribution / active EE | $770 | $1,885-59.2% | $2,505-69.3% | $2,551-69.8% |
| Participant deferral / active EE | $1,332 | $2,870-53.6% | $3,888-65.7% | $4,139-67.8% |
| Admin fee / account holder | $745 | $3,804-80.4% | $5,065-85.3% | $7,234-89.7% |