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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 | $49,065 | $99,345-50.6% | $84,753-42.1% | $273,972-82.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.79% | 22.93%-23.7pp | 22.78%-23.6pp | 41.46%-42.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,405 | $4,270+50.0% | $3,712+72.6% | $5,287+21.1% |
| Admin fee / account holder | $1,862 | $6,645-72.0% | $5,333-65.1% | $10,133-81.6% |