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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 | $33,681 | $89,652-62.4% | $141,197-76.1% | $65,186-48.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -3.84% | 32.79%-36.6pp | 71.41%-75.2pp | 29.39%-33.2pp |
| Employer contribution / active EE | $974 | $3,065-68.2% | $4,736-79.4% | $2,177-55.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $974 | $569+71.4% | $10,265-90.5% | $847+15.0% |