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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 | $140,509 | $86,949+61.6% | $102,460+37.1% | $80,959+73.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -10.13% | 18.89%-29.0pp | 29.47%-39.6pp | 35.67%-45.8pp |
| Employer contribution / active EE | $12,424 | $2,370+424.3% | $3,025+310.7% | $2,757+350.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,097 | $8,048-49.1% | $9,460-56.7% | $6,925-40.8% |