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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 | $55,899 | $54,757+2.1% | $90,287-38.1% | $72,986-23.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -6.40% | 30.63%-37.0pp | 78.10%-84.5pp | 81.01%-87.4pp |
| Employer contribution / active EE | $19,382 | $2,092+826.3% | $2,855+579.0% | $2,440+694.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,107 | $3,972-21.8% | $5,351-41.9% | $5,124-39.4% |