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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 | $62,564 | $86,701-27.8% | $73,309-14.7% | $125,389-50.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -4.12% | 2.78%-6.9pp | 5.67%-9.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $8,000 | $4,152+92.7% | $3,237+147.1% | $4,866+64.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $650 | $7,768-91.6% | $5,635-88.5% | $9,541-93.2% |