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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 | $144,412 | $97,020+48.8% | $83,322+73.3% | $135,379+6.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.77% | 12.31%-24.1pp | 10.64%-22.4pp | 519.79%-531.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,500 | $5,964-58.1% | $5,565-55.1% | $5,609-55.4% |
| Admin fee / account holder | $434 | $8,426-94.9% | $7,540-94.2% | $10,828-96.0% |