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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 | $25,132 | $64,729-61.2% | $112,263-77.6% | $68,490-63.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.49% | -11.40%-10.1pp | 27.49%-49.0pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,198 | $2,746-19.9% | $3,636-39.5% | $2,597-15.3% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $601 | $5,222-88.5% | $6,410-90.6% | $5,403-88.9% |