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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 | $81,837 | $133,998-38.9% | $112,263-27.1% | $134,545-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.67% | 47.17%-69.8pp | 27.49%-50.2pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,250 | $4,040-69.1% | $3,636-65.6% | $4,742-73.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,005 | $7,493-59.9% | $6,410-53.1% | $11,431-73.7% |