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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 | $99,099 | $55,930+77.2% | $76,089+30.2% | $80,925+22.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -14.47% | 20.58%-35.0pp | 360.94%-375.4pp | 35.65%-50.1pp |
| Employer contribution / active EE | $9,043 | $1,866+384.6% | $2,690+236.2% | $2,756+228.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,737 | $5,241-9.6% | $6,418-26.2% | $6,940-31.8% |