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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 | $17,602 | $81,358-78.4% | $155,556-88.7% | $80,959-78.3% |
| Participation rate | 93.9% | 66.3%+27.6pp | 78.2%+15.7pp | 67.7%+26.2pp |
| Annual return | -8.53% | 33.39%-41.9pp | 64.84%-73.4pp | 35.67%-44.2pp |
| Employer contribution / active EE | $2,227 | $3,106-28.3% | $4,675-52.4% | $2,757-19.2% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,401 | $7,994-82.5% | $15,885-91.2% | $6,925-79.8% |