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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 | $60,157 | $107,368-44.0% | $92,915-35.3% | $152,909-60.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -8.64% | 145.64%-154.3pp | 109.45%-118.1pp | 345.46%-354.1pp |
| Employer contribution / active EE | $26,333 | $4,222+523.7% | $3,653+620.8% | $4,764+452.8% |
| Participant deferral / active EE | $12,667 | $4,848+161.3% | $4,238+198.9% | $5,851+116.5% |
| Admin fee / account holder | $512 | $7,082-92.8% | $5,796-91.2% | $11,601-95.6% |