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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 | $169,378 | $75,047+125.7% | $113,397+49.4% | - |
| Participation rate | 0.0% | 69.9%-69.9pp | 76.5%-76.5pp | - |
| Annual return | 7.37% | 13.74%-6.4pp | 23.20%-15.8pp | - |
| Employer contribution / active EE | $0 | $2,227-100.0% | $2,977-100.0% | - |
| Participant deferral / active EE | $0 | $4,172-100.0% | $5,076-100.0% | - |
| Admin fee / account holder | $3,604 | $5,004-28.0% | $11,957-69.9% | - |