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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 | $29,812 | $167,362-82.2% | $143,799-79.3% | $134,532-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.49% | 0.47%-25.0pp | -0.04%-24.4pp | 418.27%-442.8pp |
| Employer contribution / active EE | $3,039 | $5,620-45.9% | $4,952-38.6% | $4,741-35.9% |
| Participant deferral / active EE | $27,746 | $6,447+330.3% | $5,638+392.1% | $6,401+333.5% |
| Admin fee / account holder | $1,453 | $18,094-92.0% | $14,677-90.1% | $11,429-87.3% |