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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 | $14,844 | $40,275-63.1% | $57,356-74.1% | $59,633-75.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.70% | 27.52%-30.2pp | 24.41%-27.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,995 | $2,400-16.9% | $3,162-36.9% | $3,192-37.5% |
| Admin fee / account holder | $616 | $2,820-78.1% | $3,357-81.6% | $4,297-85.7% |