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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 | $15,254 | $48,053-68.3% | $84,637-82.0% | $72,976-79.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.42% | 37.39%-37.0pp | 258.82%-258.4pp | 81.02%-80.6pp |
| Employer contribution / active EE | $1,769 | $1,602+10.4% | $2,653-33.3% | $2,440-27.5% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $395 | $3,395-88.4% | $4,914-92.0% | $5,124-92.3% |