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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 | $39,593 | $167,352-76.3% | $143,788-72.5% | $134,509-70.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.33% | 0.47%-27.8pp | -0.03%-27.3pp | 418.13%-445.5pp |
| Employer contribution / active EE | $2,820 | $5,620-49.8% | $4,952-43.0% | $4,741-40.5% |
| Participant deferral / active EE | $5,479 | $6,447-15.0% | $5,638-2.8% | $6,400-14.4% |
| Admin fee / account holder | $2,368 | $18,091-86.9% | $14,675-83.9% | $11,427-79.3% |