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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 | $23,670 | $100,792-76.5% | $86,691-72.7% | $134,509-82.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.39% | 29.08%-51.5pp | 35.94%-58.3pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,077 | $3,491-69.1% | $2,837-62.0% | $4,741-77.3% |
| Participant deferral / active EE | $3,032 | $5,339-43.2% | $4,656-34.9% | $6,400-52.6% |
| Admin fee / account holder | $1,277 | $10,924-88.3% | $7,492-83.0% | $11,427-88.8% |