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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 | $100,417 | $87,544+14.7% | $75,784+32.5% | $125,388-19.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.10% | 13.49%-19.6pp | 9.68%-15.8pp | 282.24%-288.3pp |
| Employer contribution / active EE | $2,143 | $3,930-45.5% | $3,323-35.5% | $4,866-56.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $412 | $6,502-93.7% | $5,300-92.2% | $9,541-95.7% |