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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 | $2,226 | $25,014-91.1% | $69,701-96.8% | $80,874-97.2% |
| Participation rate | 86.7% | 64.2%+22.4pp | 66.4%+20.2pp | 67.6%+19.0pp |
| Annual return | 9.92% | 19.07%-9.1pp | 100.32%-90.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,662 | $1,839-9.6% | $2,887-42.4% | $4,297-61.3% |
| Admin fee / account holder | $516 | $2,488-79.2% | $4,717-89.1% | $6,935-92.6% |