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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 | $37,732 | $52,911-28.7% | $73,309-48.5% | $59,633-36.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -34.47% | 12.20%-46.7pp | 5.67%-40.1pp | 2041.45%-2075.9pp |
| Employer contribution / active EE | $23,135 | $1,909+1112.1% | $3,237+614.6% | $2,203+950.3% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,781 | $3,835-27.5% | $5,635-50.7% | $4,297-35.3% |