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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 | $22,394 | $91,179-75.4% | $178,499-87.5% | $79,852-72.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.23% | 24.19%-22.0pp | 151.10%-148.9pp | 31.72%-29.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,508 | $3,236-22.5% | $5,202-51.8% | $3,740-33.0% |
| Admin fee / account holder | $12,191 | $6,749+80.6% | $13,986-12.8% | $5,306+129.7% |