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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% | $69,623-96.8% | $80,935-97.2% |
| Participation rate | 86.7% | 64.2%+22.5pp | 66.4%+20.2pp | 67.7%+19.0pp |
| Annual return | 9.92% | 19.08%-9.2pp | 101.23%-91.3pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,662 | $1,840-9.7% | $2,890-42.5% | $4,299-61.3% |
| Admin fee / account holder | $516 | $2,491-79.3% | $4,696-89.0% | $6,924-92.5% |