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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 | $47,983 | $72,177-33.5% | $115,038-58.3% | $59,633-19.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -5.84% | 12.02%-17.9pp | 26.14%-32.0pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $974 | $2,841-65.7% | $4,608-78.9% | $2,203-55.8% |
| Participant deferral / active EE | $4,681 | $4,783-2.1% | $6,026-22.3% | $3,192+46.7% |
| Admin fee / account holder | $1,267 | $4,927-74.3% | $8,175-84.5% | $4,297-70.5% |