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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 | $98,465 | $107,809-8.7% | $90,657+8.6% | $135,380-27.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.72% | -0.90%-8.8pp | 1.89%-11.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $12,132 | $3,018+302.0% | $2,532+379.2% | $4,779+153.9% |
| Participant deferral / active EE | $7,218 | $3,872+86.4% | $3,424+110.8% | $5,609+28.7% |
| Admin fee / account holder | $3,799 | $5,931-36.0% | $4,994-23.9% | $10,828-64.9% |