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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 | $20,711 | $101,618-79.6% | $93,063-77.7% | $137,256-84.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -1.35% | 223.95%-225.3pp | 34.15%-35.5pp | 220.34%-221.7pp |
| Employer contribution / active EE | $868 | $2,707-67.9% | $2,476-64.9% | $4,156-79.1% |
| Participant deferral / active EE | $3,729 | $4,279-12.9% | $3,958-5.8% | $6,407-41.8% |
| Admin fee / account holder | $2,663 | $6,198-57.0% | $6,033-55.9% | $12,270-78.3% |