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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 | $19,694 | $69,541-71.7% | $59,899-67.1% | $135,380-85.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.11% | 7.95%-18.1pp | 3.46%-13.6pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,571 | $3,236-20.5% | $2,723-5.6% | $4,779-46.2% |
| Participant deferral / active EE | $6,272 | $4,206+49.1% | $3,402+84.3% | $5,609+11.8% |
| Admin fee / account holder | $346 | $5,737-94.0% | $3,592-90.4% | $10,828-96.8% |