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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 | $3,227 | $51,638-93.7% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 72.4% | 63.6%+8.8pp | 73.8%-1.3pp | 68.1%+4.3pp |
| Annual return | 8.42% | 37.53%-29.1pp | 292.57%-284.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,074 | $2,914-63.2% | $4,123-74.0% | $4,139-74.1% |
| Admin fee / account holder | $657 | $4,643-85.9% | $5,150-87.3% | $7,234-90.9% |