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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 | $46,203 | $167,353-72.4% | $143,797-67.9% | $134,545-65.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.90% | 0.48%-23.4pp | -0.04%-22.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $10,242 | $5,620+82.2% | $4,952+106.8% | $4,742+116.0% |
| Participant deferral / active EE | $9,285 | $6,447+44.0% | $5,638+64.7% | $6,401+45.0% |
| Admin fee / account holder | $1,744 | $18,096-90.4% | $14,679-88.1% | $11,431-84.7% |