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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 | $138,723 | $215,361-35.6% | $171,082-18.9% | $273,972-49.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.31% | 25.14%-26.5pp | 32.56%-33.9pp | 41.46%-42.8pp |
| Employer contribution / active EE | $750 | $4,967-84.9% | $4,002-81.3% | $4,869-84.6% |
| Participant deferral / active EE | $4,314 | $5,543-22.2% | $4,797-10.1% | $5,287-18.4% |
| Admin fee / account holder | $405 | $10,846-96.3% | $8,520-95.2% | $10,133-96.0% |