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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 | $48,975 | $52,580-6.9% | $71,671-31.7% | $70,126-30.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -4.50% | 20.25%-24.8pp | 20.65%-25.2pp | 73.15%-77.7pp |
| Employer contribution / active EE | $11,527 | $1,616+613.4% | $2,460+368.6% | $2,343+392.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $820 | $3,653-77.6% | $5,558-85.3% | $4,645-82.4% |