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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 | $135,834 | $81,358+67.0% | $155,556-12.7% | $80,959+67.8% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | -18.63% | 33.39%-52.0pp | 64.84%-83.5pp | 35.67%-54.3pp |
| Employer contribution / active EE | $7,159 | $3,106+130.5% | $4,675+53.1% | $2,757+159.7% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,341 | $7,994-58.2% | $15,885-79.0% | $6,925-51.8% |