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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 | $61,524 | $67,411-8.7% | $91,004-32.4% | $70,126-12.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.97% | -40.16%+50.1pp | 4.60%+5.4pp | 73.15%-63.2pp |
| Employer contribution / active EE | $3,431 | $1,786+92.1% | $2,456+39.7% | $2,343+46.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,268 | $4,236-70.1% | $5,417-76.6% | $4,645-72.7% |