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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 | $78,461 | $211,946-63.0% | $169,452-53.7% | $135,380-42.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.65% | 3.26%-15.9pp | 1.83%-14.5pp | 519.81%-532.5pp |
| Employer contribution / active EE | $15,500 | $5,117+202.9% | $4,157+272.9% | $4,779+224.3% |
| Participant deferral / active EE | $5,340 | $6,075-12.1% | $5,277+1.2% | $5,609-4.8% |
| Admin fee / account holder | $1,820 | $11,472-84.1% | $9,110-80.0% | $10,828-83.2% |