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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 | $43,491 | $107,809-59.7% | $90,657-52.0% | $135,379-67.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -22.62% | -0.90%-21.7pp | 1.89%-24.5pp | 519.79%-542.4pp |
| Employer contribution / active EE | $11,545 | $3,018+282.6% | $2,532+356.0% | $4,779+141.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,635 | $5,931-72.4% | $4,994-67.3% | $10,828-84.9% |