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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 | $38,404 | $94,031-59.2% | $115,768-66.8% | $82,448-53.4% |
| Participation rate | 98.4% | 70.4%+28.0pp | 74.4%+24.0pp | 68.1%+30.4pp |
| Annual return | -40.41% | 20.61%-61.0pp | 100.46%-140.9pp | 41.64%-82.0pp |
| Employer contribution / active EE | $9,738 | $2,323+319.1% | $2,940+231.2% | $2,551+281.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,717 | $10,249-44.2% | $12,439-54.0% | $7,234-21.0% |