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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 | $2,891 | $49,976-94.2% | $66,674-95.7% | $82,637-96.5% |
| Participation rate | 75.0% | 63.1%+11.9pp | 73.7%+1.3pp | 68.1%+6.9pp |
| Annual return | 2.77% | 39.09%-36.3pp | 321.24%-318.5pp | 53.51%-50.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,442 | $2,847-49.4% | $4,084-64.7% | $4,126-65.1% |
| Admin fee / account holder | $599 | $4,594-87.0% | $5,098-88.3% | $7,339-91.8% |