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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 | $6,129 | $92,798-93.4% | $96,707-93.7% | $137,256-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | -2.86% | 31.24%-34.1pp | 34.78%-37.6pp | 220.34%-223.2pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,072 | $5,877-64.7% | $5,997-65.4% | $6,407-67.7% |
| Admin fee / account holder | $1,556 | $7,946-80.4% | $7,503-79.3% | $12,270-87.3% |