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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 | $57,673 | $64,716-10.9% | $112,258-48.6% | $68,495-15.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.55% | -11.40%-8.2pp | 27.47%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $23,311 | $2,746+748.8% | $3,636+541.2% | $2,596+797.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,979 | $5,232-62.2% | $6,411-69.1% | $5,403-63.4% |