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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 | $33,199 | $65,704-49.5% | $94,229-64.8% | $59,633-44.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.76% | 5.22%-8.0pp | 10.68%-13.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $2,258 | $2,021+11.7% | $3,587-37.0% | $2,203+2.5% |
| Participant deferral / active EE | $1,934 | $3,143-38.5% | $4,320-55.2% | $3,192-39.4% |
| Admin fee / account holder | $1,574 | $4,265-63.1% | $6,269-74.9% | $4,297-63.4% |