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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 | $642 | $25,979-97.5% | $71,755-99.1% | $68,486-99.1% |
| Participation rate | 71.4% | 54.5%+16.9pp | 62.3%+9.1pp | 67.9%+3.5pp |
| Annual return | -34.67% | -15.10%-19.6pp | 9.09%-43.8pp | -7.85%-26.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $623 | $1,522-59.1% | $2,656-76.5% | $4,028-84.5% |
| Admin fee / account holder | $309 | $2,022-84.7% | $3,972-92.2% | $5,404-94.3% |