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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 | $32,182 | $95,188-66.2% | $76,518-57.9% | $135,379-76.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -27.40% | 4.85%-32.2pp | -0.27%-27.1pp | 519.79%-547.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $25,902 | $4,640+458.3% | $3,836+575.3% | $5,609+361.8% |
| Admin fee / account holder | $457 | $6,249-92.7% | $4,849-90.6% | $10,828-95.8% |