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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 | $76,672 | $71,873+6.7% | $86,698-11.6% | $68,490+11.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -34.19% | 3.54%-37.7pp | 35.96%-70.2pp | -7.85%-26.3pp |
| Employer contribution / active EE | $9,275 | $2,173+326.8% | $2,837+227.0% | $2,597+257.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,058 | $6,110-66.3% | $7,492-72.5% | $5,403-61.9% |