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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 | $30,532 | $136,307-77.6% | $106,619-71.4% | $273,972-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -2.93% | 11.05%-14.0pp | 9.42%-12.3pp | 41.46%-44.4pp |
| Employer contribution / active EE | $2,273 | $5,190-56.2% | $3,947-42.4% | $4,869-53.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $909 | $8,625-89.5% | $6,418-85.8% | $10,133-91.0% |