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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 | $80,325 | $100,792-20.3% | $86,691-7.3% | $134,509-40.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.78% | 29.08%-49.9pp | 35.94%-56.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $2,736 | $3,491-21.6% | $2,837-3.6% | $4,741-42.3% |
| Participant deferral / active EE | $3,363 | $5,339-37.0% | $4,656-27.8% | $6,400-47.4% |
| Admin fee / account holder | $635 | $10,924-94.2% | $7,492-91.5% | $11,427-94.4% |