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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 | $44,777 | $95,453-53.1% | $112,040-60.0% | $82,448-45.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -44.32% | 23.92%-68.2pp | 24.52%-68.8pp | 41.64%-86.0pp |
| Employer contribution / active EE | $8,940 | $2,318+285.7% | $2,954+202.6% | $2,551+250.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,890 | $9,013-79.0% | $12,098-84.4% | $7,234-73.9% |