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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 | $27,365 | $136,307-79.9% | $106,619-74.3% | $273,972-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -2.61% | 11.05%-13.7pp | 9.42%-12.0pp | 41.46%-44.1pp |
| Employer contribution / active EE | $1,753 | $5,190-66.2% | $3,947-55.6% | $4,869-64.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,086 | $8,625-41.0% | $6,418-20.8% | $10,133-49.8% |