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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 | $5,037 | $29,733-83.1% | $56,025-91.0% | $80,959-93.8% |
| Participation rate | 71.7% | 41.7%+30.0pp | 52.5%+19.2pp | 67.7%+4.1pp |
| Annual return | 0.51% | 35.28%-34.8pp | 1712.69%-1712.2pp | 35.67%-35.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,959 | $1,229+59.3% | $1,955+0.2% | $4,300-54.5% |
| Admin fee / account holder | $443 | $2,434-81.8% | $2,828-84.4% | $6,925-93.6% |