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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 | $15,591 | $40,264-61.3% | $57,349-72.8% | $59,633-73.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.67% | 27.51%-30.2pp | 24.40%-27.1pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,067 | $1,922-44.5% | $2,689-60.3% | $2,203-51.6% |
| Participant deferral / active EE | $1,968 | $2,400-18.0% | $3,162-37.8% | $3,192-38.3% |
| Admin fee / account holder | $787 | $2,819-72.1% | $3,356-76.6% | $4,297-81.7% |