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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 | $73,069 | $162,821-55.1% | $133,978-45.5% | $158,982-54.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.71% | 41.95%-39.2pp | 45.10%-42.4pp | 302.99%-300.3pp |
| Employer contribution / active EE | $1,698 | $4,976-65.9% | $3,919-56.7% | $4,763-64.3% |
| Participant deferral / active EE | $11,210 | $5,910+89.7% | $5,047+122.1% | $5,983+87.3% |
| Admin fee / account holder | $467 | $11,742-96.0% | $8,930-94.8% | $11,252-95.8% |