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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 | $198,199 | $110,240+79.8% | $96,544+105.3% | $139,487+42.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -3.96% | 26.41%-30.4pp | 25.88%-29.8pp | 373.84%-377.8pp |
| Employer contribution / active EE | $5,714 | $3,622+57.8% | $2,966+92.6% | $4,755+20.2% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,107 | $11,602-47.4% | $8,254-26.0% | $11,407-46.5% |