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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 | $28,821 | $99,032-70.9% | $80,022-64.0% | $135,380-78.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -13.73% | 15.39%-29.1pp | 11.22%-24.9pp | 519.81%-533.5pp |
| Employer contribution / active EE | $3,794 | $3,043+24.7% | $2,468+53.7% | $4,779-20.6% |
| Participant deferral / active EE | $9,650 | $4,282+125.4% | $3,686+161.8% | $5,609+72.0% |
| Admin fee / account holder | $2,757 | $10,436-73.6% | $6,521-57.7% | $10,828-74.5% |