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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 | $27,459 | $73,009-62.4% | $90,760-69.7% | $68,486-59.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.03% | -13.81%-5.2pp | -12.16%-6.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $4,128 | $2,193+88.3% | $2,922+41.3% | $2,597+59.0% |
| Participant deferral / active EE | $4,070 | $3,626+12.2% | $4,565-10.8% | $4,028+1.1% |
| Admin fee / account holder | $1,919 | $5,896-67.5% | $8,444-77.3% | $5,404-64.5% |