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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 | $54,041 | $58,828-8.1% | $78,002-30.7% | $62,881-14.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -1.63% | 17.16%-18.8pp | 425.99%-427.6pp | 20.14%-21.8pp |
| Employer contribution / active EE | $962 | $1,672-42.5% | $2,470-61.1% | $2,281-57.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,102 | $4,393-29.4% | $5,481-43.4% | $4,296-27.8% |