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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 | $147,315 | $228,395-35.5% | $185,861-20.7% | $158,982-7.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -12.35% | 40.82%-53.2pp | 35.96%-48.3pp | 302.99%-315.3pp |
| Employer contribution / active EE | $19,681 | $4,968+296.2% | $4,088+381.4% | $4,763+313.2% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $338 | $11,869-97.1% | $9,503-96.4% | $11,252-97.0% |