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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 | $41,172 | $94,529-56.4% | $140,019-70.6% | $64,173-35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -13.31% | 7.77%-21.1pp | 651.17%-664.5pp | 7.63%-20.9pp |
| Employer contribution / active EE | $1,911 | $3,812-49.9% | $5,605-65.9% | $2,381-19.7% |
| Participant deferral / active EE | $3,026 | $5,250-42.4% | $6,927-56.3% | $3,470-12.8% |
| Admin fee / account holder | $1,106 | $6,741-83.6% | $10,705-89.7% | $4,887-77.4% |