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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 | $106,611 | $142,409-25.1% | $119,634-10.9% | $134,545-20.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.30% | -12.46%-8.8pp | -14.98%-6.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,500 | $5,224-52.1% | $4,232-40.9% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,270 | $13,594-68.6% | $10,329-58.7% | $11,431-62.6% |