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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 | $30,359 | $99,380-69.5% | $90,312-66.4% | $155,188-80.4% |
| Participation rate | 91.3% | 77.3%+14.0pp | 72.9%+18.4pp | 80.8%+10.5pp |
| Annual return | -2.17% | 19.35%-21.5pp | 18.90%-21.1pp | 148.84%-151.0pp |
| Employer contribution / active EE | $435 | $2,390-81.8% | $2,243-80.6% | $4,248-89.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,369 | $9,766-75.7% | $8,248-71.3% | $14,480-83.6% |