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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 | $55,829 | $105,861-47.3% | $90,756-38.5% | $134,509-58.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.98% | -10.99%-14.0pp | -12.16%-12.8pp | 418.13%-443.1pp |
| Employer contribution / active EE | $1,549 | $3,463-55.3% | $2,922-47.0% | $4,741-67.3% |
| Participant deferral / active EE | $3,110 | $5,217-40.4% | $4,565-31.9% | $6,400-51.4% |
| Admin fee / account holder | $773 | $13,938-94.5% | $8,445-90.9% | $11,427-93.2% |