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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 | $62,675 | $82,674-24.2% | $125,381-50.0% | $68,486-8.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.91% | -5.97%-19.9pp | 572.31%-598.2pp | -7.85%-18.1pp |
| Employer contribution / active EE | $4,150 | $3,382+22.7% | $4,815-13.8% | $2,597+59.8% |
| Participant deferral / active EE | $12,530 | $6,111+105.1% | $7,448+68.2% | $4,028+211.1% |
| Admin fee / account holder | $56,366 | $6,277+798.0% | $10,007+463.3% | $5,404+943.1% |