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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 | $23,330 | $167,362-86.1% | $143,799-83.8% | $134,532-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.31% | 0.47%-28.8pp | -0.04%-28.3pp | 418.27%-446.6pp |
| Employer contribution / active EE | $2,547 | $5,620-54.7% | $4,952-48.6% | $4,741-46.3% |
| Participant deferral / active EE | $10,638 | $6,447+65.0% | $5,638+88.7% | $6,401+66.2% |
| Admin fee / account holder | $888 | $18,094-95.1% | $14,677-94.0% | $11,429-92.2% |