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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 | $73,715 | $87,733-16.0% | $106,551-30.8% | $85,856-14.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | -5.41% | 21.86%-27.3pp | 26.80%-32.2pp | 318.58%-324.0pp |
| Employer contribution / active EE | $7,246 | $2,073+249.6% | $2,819+157.0% | $2,565+182.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,256 | $6,767-37.1% | $7,408-42.5% | $6,261-32.0% |