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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 | $30,074 | $54,355-44.7% | $82,744-63.7% | $68,486-56.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.84% | -13.67%-8.2pp | 702.22%-724.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,499 | $2,219+12.7% | $3,008-16.9% | $2,597-3.7% |
| Participant deferral / active EE | $2,887 | $3,246-11.1% | $4,395-34.3% | $4,028-28.3% |
| Admin fee / account holder | $408 | $4,397-90.7% | $5,325-92.3% | $5,404-92.5% |