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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 | $55,366 | $133,981-58.7% | $112,249-50.7% | $134,532-58.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.57% | 47.16%-68.7pp | 27.48%-49.1pp | 418.27%-439.8pp |
| Employer contribution / active EE | $13,596 | $4,040+236.5% | $3,636+273.9% | $4,741+186.8% |
| Participant deferral / active EE | $12,443 | $5,292+135.1% | $4,729+163.1% | $6,401+94.4% |
| Admin fee / account holder | $366 | $7,492-95.1% | $6,412-94.3% | $11,429-96.8% |