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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 | $86,462 | $78,015+10.8% | $178,505-51.6% | $80,959+6.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | -20.81% | 18.10%-38.9pp | 27.16%-48.0pp | 35.67%-56.5pp |
| Employer contribution / active EE | $1,251 | $2,281-45.2% | $3,955-68.4% | $2,757-54.6% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $610 | $7,160-91.5% | $10,428-94.2% | $6,925-91.2% |