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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 | $54,185 | $93,617-42.1% | $135,982-60.2% | $75,177-27.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -1.74% | 30.89%-32.6pp | 68.32%-70.1pp | 160.75%-162.5pp |
| Employer contribution / active EE | $4,478 | $3,538+26.6% | $4,859-7.8% | $2,671+67.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $412 | $6,980-94.1% | $10,767-96.2% | $5,651-92.7% |