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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 | $35,219 | $52,580-33.0% | $71,671-50.9% | $70,126-49.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -9.68% | 20.25%-29.9pp | 20.65%-30.3pp | 73.15%-82.8pp |
| Employer contribution / active EE | $5,443 | $1,616+236.9% | $2,460+121.3% | $2,343+132.4% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $875 | $3,653-76.0% | $5,558-84.2% | $4,645-81.2% |