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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 | $12,805 | $85,790-85.1% | $67,313-81.0% | $135,380-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.47% | -0.54%-9.9pp | -4.08%-6.4pp | 519.81%-530.3pp |
| Employer contribution / active EE | $3,772 | $3,487+8.2% | $2,566+47.0% | $4,779-21.1% |
| Participant deferral / active EE | $1,408 | $4,651-69.7% | $3,568-60.5% | $5,609-74.9% |
| Admin fee / account holder | $1,290 | $6,392-79.8% | $4,507-71.4% | $10,828-88.1% |