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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 | $170,388 | $110,212+54.6% | $96,534+76.5% | $139,466+22.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -7.56% | 26.42%-34.0pp | 25.88%-33.4pp | 373.66%-381.2pp |
| Employer contribution / active EE | $18,750 | $3,620+418.0% | $2,965+532.3% | $4,754+294.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,311 | $11,599-80.1% | $8,253-72.0% | $11,409-79.7% |