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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 | $19,241 | $81,331-76.3% | $155,534-87.6% | $80,935-76.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | -6.32% | 33.37%-39.7pp | 64.92%-71.2pp | 35.66%-42.0pp |
| Employer contribution / active EE | $1,509 | $3,105-51.4% | $4,675-67.7% | $2,757-45.3% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $524 | $7,999-93.4% | $15,900-96.7% | $6,924-92.4% |