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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 | $19,385 | $54,355-64.3% | $82,744-76.6% | $68,486-71.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -22.23% | -13.67%-8.6pp | 702.22%-724.4pp | -7.85%-14.4pp |
| Employer contribution / active EE | $2,070 | $2,219-6.7% | $3,008-31.2% | $2,597-20.3% |
| Participant deferral / active EE | $3,775 | $3,246+16.3% | $4,395-14.1% | $4,028-6.3% |
| Admin fee / account holder | $559 | $4,397-87.3% | $5,325-89.5% | $5,404-89.7% |