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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 | $22,920 | $43,338-47.1% | $59,887-61.7% | $64,173-64.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -9.47% | -1.55%-7.9pp | 3.46%-12.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,428 | $2,030+68.9% | $2,722+25.9% | $2,381+44.0% |
| Participant deferral / active EE | $6,495 | $2,547+155.0% | $3,402+90.9% | $3,470+87.2% |
| Admin fee / account holder | $1,055 | $3,007-64.9% | $3,591-70.6% | $4,887-78.4% |