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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 | $59,594 | $62,549-4.7% | $85,705-30.5% | $85,851-30.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | -4.68% | 23.77%-28.5pp | 21.49%-26.2pp | 318.63%-323.3pp |
| Employer contribution / active EE | $1,585 | $1,755-9.7% | $2,619-39.5% | $2,565-38.2% |
| Participant deferral / active EE | $4,824 | $2,802+72.1% | $3,924+22.9% | $3,952+22.0% |
| Admin fee / account holder | $27,851 | $4,644+499.8% | $6,877+305.0% | $6,261+344.8% |