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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 | $14,481 | $55,684-74.0% | $75,900-80.9% | $72,976-80.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | -2.19% | 27.60%-29.8pp | 30.73%-32.9pp | 81.02%-83.2pp |
| Employer contribution / active EE | $6,291 | $1,687+272.9% | $2,501+151.5% | $2,440+157.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,999 | $3,981+100.9% | $5,421+47.5% | $5,124+56.1% |