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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 | $124,445 | $60,349+106.2% | $74,184+67.8% | $62,881+97.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -18.85% | 21.38%-40.2pp | 17.74%-36.6pp | 20.14%-39.0pp |
| Employer contribution / active EE | $3,027 | $1,680+80.1% | $2,370+27.7% | $2,281+32.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,320 | $4,261-69.0% | $5,586-76.4% | $4,296-69.3% |