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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 | $76,171 | $166,268-54.2% | $165,100-53.9% | $145,897-47.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -11.22% | 100.52%-111.7pp | 70.21%-81.4pp | 552.29%-563.5pp |
| Employer contribution / active EE | $3,603 | $5,284-31.8% | $4,348-17.1% | $4,663-22.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,563 | $16,659-90.6% | $12,696-87.7% | $13,390-88.3% |