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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 | $39,701 | $125,389-68.3% | $279,946-85.8% | $125,389-68.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -26.45% | 282.24%-308.7pp | 5.50%-32.0pp | 282.24%-308.7pp |
| Employer contribution / active EE | $1,419 | $4,866-70.8% | $4,807-70.5% | $4,866-70.8% |
| Participant deferral / active EE | $5,220 | $5,352-2.5% | $6,085-14.2% | $5,352-2.5% |
| Admin fee / account holder | $3,571 | $9,541-62.6% | $13,889-74.3% | $9,541-62.6% |