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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 | $2,959 | $29,319-89.9% | $52,425-94.4% | $82,448-96.4% |
| Participation rate | 75.0% | 46.9%+28.1pp | 55.6%+19.4pp | 68.1%+6.9pp |
| Annual return | 6.78% | 535.20%-528.4pp | 302.12%-295.3pp | 41.64%-34.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,004 | $1,171-14.3% | $1,790-43.9% | $4,139-75.7% |
| Admin fee / account holder | $355 | $1,962-81.9% | $2,495-85.8% | $7,234-95.1% |