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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 | $149,645 | $72,027+107.8% | $185,861-19.5% | $79,856+87.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | -8.26% | 23.13%-31.4pp | 35.96%-44.2pp | 31.71%-40.0pp |
| Employer contribution / active EE | $25,112 | $1,965+1177.9% | $4,088+514.3% | $2,471+916.2% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,717 | $4,513-39.8% | $9,503-71.4% | $5,306-48.8% |