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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 | $144,368 | $63,861+126.1% | $104,614+38.0% | $79,858+80.8% |
| Participation rate | 96.0% | 64.9%+31.1pp | 74.1%+21.9pp | 69.6%+26.4pp |
| Annual return | -8.24% | 21.30%-29.5pp | 340.56%-348.8pp | 31.72%-40.0pp |
| Employer contribution / active EE | $7,750 | $1,588+388.0% | $2,681+189.1% | $2,471+213.7% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,739-100.0% | $3,740-100.0% |
| Admin fee / account holder | $449 | $4,185-89.3% | $6,464-93.1% | $5,306-91.5% |