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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 | $174,443 | $113,941+53.1% | $94,229+85.1% | $125,389+39.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.01% | 5.29%-11.3pp | 10.68%-16.7pp | 282.24%-288.2pp |
| Employer contribution / active EE | $26,280 | $4,727+455.9% | $3,587+632.7% | $4,866+440.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,515 | $8,392-22.4% | $6,269+3.9% | $9,541-31.7% |