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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 | $94,080 | $76,371+23.2% | $93,621+0.5% | $72,975+28.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -8.64% | 25.82%-34.5pp | 32.76%-41.4pp | 81.01%-89.7pp |
| Employer contribution / active EE | $14,249 | $2,276+526.1% | $2,719+424.1% | $2,440+484.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,758 | $6,839-30.4% | $7,890-39.7% | $5,124-7.1% |