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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 | $29,716-83.0% | $56,077-91.0% | $80,925-93.8% |
| Participation rate | 71.7% | 41.7%+30.0pp | 52.5%+19.2pp | 67.7%+4.1pp |
| Annual return | 0.51% | 35.30%-34.8pp | 1709.28%-1708.8pp | 35.65%-35.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,959 | $1,228+59.4% | $1,954+0.2% | $4,299-54.4% |
| Admin fee / account holder | $443 | $2,432-81.8% | $2,825-84.3% | $6,940-93.6% |