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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 | $47,749 | $167,353-71.5% | $143,797-66.8% | $134,545-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.14% | 0.48%-32.6pp | -0.04%-32.1pp | 418.37%-450.5pp |
| Employer contribution / active EE | $3,165 | $5,620-43.7% | $4,952-36.1% | $4,742-33.2% |
| Participant deferral / active EE | $15,257 | $6,447+136.6% | $5,638+170.6% | $6,401+138.3% |
| Admin fee / account holder | $2,269 | $18,096-87.5% | $14,679-84.5% | $11,431-80.1% |