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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 | $63,090 | $60,349+4.5% | $74,184-15.0% | $62,881+0.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -28.31% | 21.38%-49.7pp | 17.74%-46.0pp | 20.14%-48.5pp |
| Employer contribution / active EE | $16,477 | $1,680+880.6% | $2,370+595.2% | $2,281+622.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,440 | $4,261+27.7% | $5,586-2.6% | $4,296+26.6% |