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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 | $39,170 | $87,166-55.1% | $76,735-49.0% | $137,256-71.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | -6.88% | 26.50%-33.4pp | 29.77%-36.6pp | 220.34%-227.2pp |
| Employer contribution / active EE | $1,687 | $2,904-41.9% | $2,454-31.3% | $4,156-59.4% |
| Participant deferral / active EE | $9,873 | $4,726+108.9% | $4,088+141.5% | $6,407+54.1% |
| Admin fee / account holder | $6,651 | $8,403-20.9% | $7,189-7.5% | $12,270-45.8% |