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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 | $17,688 | $54,355-67.5% | $82,744-78.6% | $68,486-74.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.62% | -13.67%-7.0pp | 702.22%-722.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,491 | $2,219+12.3% | $3,008-17.2% | $2,597-4.1% |
| Participant deferral / active EE | $4,046 | $3,246+24.6% | $4,395-7.9% | $4,028+0.5% |
| Admin fee / account holder | $566 | $4,397-87.1% | $5,325-89.4% | $5,404-89.5% |