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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 | $48,109 | $93,346-48.5% | $71,796-33.0% | $273,972-82.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -3.60% | 130.39%-134.0pp | 78.04%-81.6pp | 41.46%-45.1pp |
| Employer contribution / active EE | $417 | $2,733-84.8% | $1,924-78.3% | $4,869-91.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,883 | $6,571-71.3% | $4,815-60.9% | $10,133-81.4% |