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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 | $236,954 | $82,288+188.0% | $68,794+244.4% | $134,509+76.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.47% | -2.19%-22.3pp | -6.37%-18.1pp | 418.13%-442.6pp |
| Employer contribution / active EE | $4,286 | $3,301+29.8% | $2,656+61.4% | $4,741-9.6% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,469 | $6,482+184.9% | $4,934+274.3% | $11,427+61.6% |