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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 | $7,023 | $85,024-91.7% | $70,544-90.0% | $139,466-95.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | -14.18% | 30.39%-44.6pp | 32.79%-47.0pp | 373.66%-387.8pp |
| Employer contribution / active EE | $1,388 | $3,912-64.5% | $2,976-53.4% | $4,754-70.8% |
| Participant deferral / active EE | $4,636 | $5,891-21.3% | $4,568+1.5% | $6,712-30.9% |
| Admin fee / account holder | $1,531 | $8,928-82.9% | $6,427-76.2% | $11,409-86.6% |