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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 | $54,008 | $54,380-0.7% | $68,509-21.2% | $59,633-9.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -9.83% | 2.83%-12.7pp | 8.27%-18.1pp | 2041.45%-2051.3pp |
| Employer contribution / active EE | $4,371 | $1,539+184.1% | $2,278+91.9% | $2,203+98.5% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,906 | $3,885-50.9% | $5,275-63.9% | $4,297-55.6% |