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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 | $13,054 | $54,357-76.0% | $82,706-84.2% | $68,495-80.9% |
| Participation rate | 70.4% | 63.9%+6.4pp | 72.6%-2.2pp | 67.9%+2.5pp |
| Annual return | -19.61% | -13.67%-5.9pp | 701.76%-721.4pp | -7.84%-11.8pp |
| Employer contribution / active EE | $721 | $2,218-67.5% | $3,007-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $2,775 | $3,246-14.5% | $4,394-36.8% | $4,028-31.1% |
| Admin fee / account holder | $371 | $4,396-91.6% | $5,329-93.0% | $5,403-93.1% |