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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 | $31,918 | $56,199-43.2% | $67,652-52.8% | $59,632-46.5% |
| Participation rate | 98.3% | 71.5%+26.9pp | 75.7%+22.7pp | 68.7%+29.7pp |
| Annual return | -3.54% | 18505.31%-18508.9pp | 6625.04%-6628.6pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $1,428 | $1,614-11.6% | $2,266-37.0% | $2,203-35.2% |
| Participant deferral / active EE | $1,925 | $2,844-32.3% | $3,560-45.9% | $3,192-39.7% |
| Admin fee / account holder | $896 | $3,958-77.4% | $4,821-81.4% | $4,297-79.2% |