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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 | $70,727 | $95,917-26.3% | $79,583-11.1% | $134,545-47.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -27.37% | -2.70%-24.7pp | 0.16%-27.5pp | 418.37%-445.7pp |
| Employer contribution / active EE | $13,888 | $3,129+343.8% | $2,414+475.4% | $4,742+192.9% |
| Participant deferral / active EE | $8,652 | $4,694+84.3% | $3,986+117.1% | $6,401+35.2% |
| Admin fee / account holder | $537 | $9,132-94.1% | $6,835-92.1% | $11,431-95.3% |