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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 | $43,622 | $88,707-50.8% | $74,184-41.2% | $273,972-84.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.48% | 11.94%-13.4pp | 17.74%-19.2pp | 41.46%-42.9pp |
| Employer contribution / active EE | $8,000 | $3,159+153.2% | $2,370+237.5% | $4,869+64.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,215 | $8,717-86.1% | $5,586-78.3% | $10,133-88.0% |