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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 | $26,813 | $71,230-62.4% | $93,727-71.4% | $80,959-66.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -0.79% | 11.26%-12.0pp | 133.83%-134.6pp | 35.67%-36.5pp |
| Employer contribution / active EE | $5,011 | $1,565+220.1% | $2,421+106.9% | $2,757+81.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,711 | $6,961-75.4% | $8,292-79.4% | $6,925-75.3% |