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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 | $23,825 | $29,733-19.9% | $56,025-57.5% | $80,959-70.6% |
| Participation rate | 84.1% | 41.7%+42.4pp | 52.5%+31.6pp | 67.7%+16.4pp |
| Annual return | 8.55% | 35.28%-26.7pp | 1712.69%-1704.1pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,202 | $672+78.9% | $1,042+15.4% | $2,757-56.4% |
| Participant deferral / active EE | $1,774 | $1,229+44.3% | $1,955-9.2% | $4,300-58.7% |
| Admin fee / account holder | $1,310 | $2,434-46.2% | $2,828-53.7% | $6,925-81.1% |