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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 | $46,874 | $138,075-66.1% | $123,552-62.1% | $135,379-65.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.20% | 153.70%-163.9pp | 119.20%-129.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,787 | $5,152-65.3% | $4,628-61.4% | $4,779-62.6% |
| Participant deferral / active EE | $3,325 | $6,800-51.1% | $6,426-48.2% | $5,609-40.7% |
| Admin fee / account holder | $503 | $10,917-95.4% | $9,285-94.6% | $10,828-95.4% |