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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 | $2,776 | $25,979-89.3% | $71,755-96.1% | $68,486-95.9% |
| Participation rate | 97.5% | 54.5%+43.0pp | 62.3%+35.2pp | 67.9%+29.6pp |
| Annual return | -25.03% | -15.10%-9.9pp | 9.09%-34.1pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,296 | $1,522+50.9% | $2,656-13.5% | $4,028-43.0% |
| Admin fee / account holder | $358 | $2,022-82.3% | $3,972-91.0% | $5,404-93.4% |