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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 | $40,337 | $81,476-50.5% | $102,383-60.6% | $80,925-50.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -17.30% | 25.59%-42.9pp | 24.94%-42.2pp | 35.65%-53.0pp |
| Employer contribution / active EE | $14,478 | $3,105+366.3% | $3,870+274.1% | $2,756+425.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $387 | $6,717-94.2% | $8,391-95.4% | $6,940-94.4% |