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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 | $39,244 | $73,978-47.0% | $96,515-59.3% | $75,173-47.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -6.99% | 26.72%-33.7pp | 35.73%-42.7pp | 160.72%-167.7pp |
| Employer contribution / active EE | $9,610 | $2,931+227.9% | $3,740+157.0% | $2,671+259.8% |
| Participant deferral / active EE | $7,441 | $3,660+103.3% | $4,880+52.5% | $4,126+80.3% |
| Admin fee / account holder | $1,460 | $5,219-72.0% | $6,735-78.3% | $5,651-74.2% |