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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 | $2,785 | $29,667-90.6% | $56,441-95.1% | $80,874-96.6% |
| Participation rate | 72.7% | 41.7%+31.1pp | 52.5%+20.2pp | 67.6%+5.1pp |
| Annual return | 3.54% | 35.22%-31.7pp | 1704.21%-1700.7pp | 35.62%-32.1pp |
| Employer contribution / active EE | $173 | $669-74.2% | $1,039-83.4% | $2,756-93.7% |
| Participant deferral / active EE | $1,126 | $1,227-8.2% | $1,953-42.3% | $4,297-73.8% |
| Admin fee / account holder | $306 | $2,429-87.4% | $2,829-89.2% | $6,935-95.6% |