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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 | $12,128 | $63,703-81.0% | $93,063-87.0% | $82,448-85.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 8.59% | -775.43%+784.0pp | 34.15%-25.6pp | 41.64%-33.0pp |
| Employer contribution / active EE | $581 | $1,729-66.4% | $2,476-76.5% | $2,551-77.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,124 | $5,982-81.2% | $6,033-81.4% | $7,234-84.5% |