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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 | $138,585 | $123,155+12.5% | $108,753+27.4% | $155,188-10.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | -3.02% | 44.73%-47.8pp | 37.47%-40.5pp | 148.84%-151.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,247 | $4,623+316.3% | $4,115+367.8% | $6,531+194.7% |
| Admin fee / account holder | $5,222 | $12,126-56.9% | $10,320-49.4% | $14,480-63.9% |