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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 | $107,358 | $59,819+79.5% | $79,583+34.9% | $68,490+56.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -28.08% | -12.30%-15.8pp | 0.16%-28.2pp | -7.85%-20.2pp |
| Employer contribution / active EE | $2,655 | $1,505+76.3% | $2,414+10.0% | $2,597+2.2% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,175 | $4,835-75.7% | $6,835-82.8% | $5,403-78.2% |