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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 | $49,418 | $95,915-48.5% | $79,580-37.9% | $134,532-63.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.45% | -2.71%-21.7pp | 0.15%-24.6pp | 418.27%-442.7pp |
| Employer contribution / active EE | $6,747 | $3,129+115.7% | $2,413+179.6% | $4,741+42.3% |
| Participant deferral / active EE | $4,220 | $4,693-10.1% | $3,985+5.9% | $6,401-34.1% |
| Admin fee / account holder | $1,664 | $9,132-81.8% | $6,835-75.7% | $11,429-85.4% |