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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 | $14,093 | $75,962-81.4% | $154,111-90.9% | $64,173-78.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.24% | 30.32%-38.6pp | 735.18%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,398 | $3,350-28.4% | $5,298-54.7% | $2,381+0.7% |
| Participant deferral / active EE | $2,717 | $3,175-14.4% | $5,081-46.5% | $3,470-21.7% |
| Admin fee / account holder | $897 | $5,589-83.9% | $13,411-93.3% | $4,887-81.6% |