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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 | $28,389 | $45,438-37.5% | $80,004-64.5% | $59,633-52.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -3.13% | 5.10%-8.2pp | 7.63%-10.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $3,504 | $1,236+183.5% | $2,473+41.7% | $2,203+59.1% |
| Participant deferral / active EE | $3,492 | $2,231+56.5% | $3,204+9.0% | $3,192+9.4% |
| Admin fee / account holder | $950 | $3,464-72.6% | $5,033-81.1% | $4,297-77.9% |