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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 | $22,657 | $211,224-89.3% | $178,505-87.3% | $145,897-84.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -8.14% | 30.28%-38.4pp | 27.16%-35.3pp | 552.29%-560.4pp |
| Employer contribution / active EE | $15,591 | $4,577+240.7% | $3,955+294.2% | $4,663+234.4% |
| Participant deferral / active EE | $3,020 | $6,966-56.6% | $6,280-51.9% | $6,689-54.9% |
| Admin fee / account holder | $1,035 | $12,109-91.5% | $10,428-90.1% | $13,390-92.3% |