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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 | $36,464 | $81,504-55.3% | $102,437-64.4% | $80,959-55.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -63.02% | 25.60%-88.6pp | 24.95%-88.0pp | 35.67%-98.7pp |
| Employer contribution / active EE | $4,320 | $3,104+39.2% | $3,871+11.6% | $2,757+56.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,322 | $6,719-80.3% | $8,388-84.2% | $6,925-80.9% |