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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 | $110,664 | $259,158-57.3% | $297,917-62.9% | $259,158-57.3% |
| Participation rate | 100.0% | 95.8%+4.2pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | -0.91% | 5.38%-6.3pp | 47.36%-48.3pp | 5.38%-6.3pp |
| Employer contribution / active EE | $0 | $22,268-100.0% | $8,555-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $6,006 | $4,649+29.2% | $9,430-36.3% | $4,649+29.2% |
| Admin fee / account holder | $597 | $9,035-93.4% | $298+100.0% | $9,035-93.4% |