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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 | $91,765 | $105,866-13.3% | $90,766+1.1% | $134,545-31.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.71% | -10.99%-12.7pp | -12.16%-11.6pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,193 | $3,464-65.6% | $2,922-59.2% | $4,742-74.8% |
| Participant deferral / active EE | $2,027 | $5,217-61.1% | $4,565-55.6% | $6,401-68.3% |
| Admin fee / account holder | $31,142 | $13,938+123.4% | $8,446+268.7% | $11,431+172.4% |