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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 | $152,157 | $167,362-9.1% | $143,799+5.8% | $134,532+13.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -55.26% | 0.47%-55.7pp | -0.04%-55.2pp | 418.27%-473.5pp |
| Employer contribution / active EE | $6,143 | $5,620+9.3% | $4,952+24.0% | $4,741+29.6% |
| Participant deferral / active EE | $12,070 | $6,447+87.2% | $5,638+114.1% | $6,401+88.6% |
| Admin fee / account holder | $85,380 | $18,094+371.9% | $14,677+481.7% | $11,429+647.1% |