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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 | $247,335 | $108,212+128.6% | $77,513+219.1% | $158,966+55.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -7.77% | 31.67%-39.4pp | 54.81%-62.6pp | 302.95%-310.7pp |
| Employer contribution / active EE | $3,000 | $1,325+126.4% | $987+204.1% | $4,762-37.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $550 | $3,709-85.2% | $2,859-80.8% | $11,250-95.1% |