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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 | $3,710 | $67,823-94.5% | $52,425-92.9% | $137,256-97.3% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 0.67% | 219.11%-218.4pp | 302.12%-301.5pp | 220.34%-219.7pp |
| Employer contribution / active EE | $52 | $1,163-95.5% | $914-94.3% | $4,156-98.8% |
| Participant deferral / active EE | $710 | $2,288-69.0% | $1,790-60.4% | $6,407-88.9% |
| Admin fee / account holder | $1,028 | $2,844-63.9% | $2,495-58.8% | $12,270-91.6% |