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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 | $4,295 | $27,639-84.5% | $61,501-93.0% | $68,490-93.7% |
| Participation rate | 97.1% | 39.5%+57.6pp | 52.6%+44.6pp | 67.9%+29.2pp |
| Annual return | -26.04% | -13.19%-12.8pp | 339.04%-365.1pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,991 | $1,264+57.5% | $2,125-6.3% | $4,028-50.6% |
| Admin fee / account holder | $579 | $2,012-71.2% | $2,132-72.8% | $5,403-89.3% |