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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 | $32,302 | $133,981-75.9% | $112,249-71.2% | $134,532-76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.75% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,310 | $4,040-18.1% | $3,636-9.0% | $4,741-30.2% |
| Participant deferral / active EE | $13,149 | $5,292+148.5% | $4,729+178.1% | $6,401+105.4% |
| Admin fee / account holder | $2,614 | $7,492-65.1% | $6,412-59.2% | $11,429-77.1% |