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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 | $29,783 | $50,958-41.6% | $74,552-60.1% | $64,181-53.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.98% | -1.86%-8.1pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $837 | $1,115-24.9% | $1,961-57.3% | $2,381-64.8% |
| Participant deferral / active EE | $2,464 | $2,301+7.1% | $3,108-20.7% | $3,470-29.0% |
| Admin fee / account holder | $317 | $4,223-92.5% | $5,060-93.7% | $4,887-93.5% |