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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 | $29,733-90.6% | $56,025-95.0% | $80,959-96.6% |
| Participation rate | 72.7% | 41.7%+31.0pp | 52.5%+20.2pp | 67.7%+5.1pp |
| Annual return | 3.54% | 35.28%-31.7pp | 1712.69%-1709.1pp | 35.67%-32.1pp |
| Employer contribution / active EE | $173 | $672-74.3% | $1,042-83.4% | $2,757-93.7% |
| Participant deferral / active EE | $1,126 | $1,229-8.4% | $1,955-42.4% | $4,300-73.8% |
| Admin fee / account holder | $306 | $2,434-87.4% | $2,828-89.2% | $6,925-95.6% |