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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 | $27,952 | $91,019-69.3% | $392,568-92.9% | $72,975-61.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | -5.47% | 20.00%-25.5pp | 24.42%-29.9pp | 81.01%-86.5pp |
| Employer contribution / active EE | $1,711 | $2,751-37.8% | $3,783-54.8% | $2,440-29.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,063 | $4,895-78.3% | $6,260-83.0% | $5,124-79.3% |