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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 | $57,201 | $86,949-34.2% | $102,460-44.2% | $80,959-29.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -2.30% | 18.89%-21.2pp | 29.47%-31.8pp | 35.67%-38.0pp |
| Employer contribution / active EE | $6,028 | $2,370+154.4% | $3,025+99.3% | $2,757+118.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,782 | $8,048-53.0% | $9,460-60.0% | $6,925-45.4% |