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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 | $73,759 | $99,343-25.8% | $84,751-13.0% | $273,968-73.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.08% | 22.93%-27.0pp | 22.78%-26.9pp | 41.45%-45.5pp |
| Employer contribution / active EE | $23,750 | $4,214+463.6% | $3,574+564.5% | $4,869+387.8% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,225 | $6,645-66.5% | $5,333-58.3% | $10,132-78.0% |