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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 | $54,375 | $73,988-26.5% | $96,538-43.7% | $75,177-27.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -1.03% | 26.73%-27.8pp | 35.74%-36.8pp | 160.75%-161.8pp |
| Employer contribution / active EE | $3,642 | $2,930+24.3% | $3,740-2.6% | $2,671+36.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,189 | $5,220-77.2% | $6,737-82.4% | $5,651-79.0% |