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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 | $24,250 | $62,583-61.3% | $76,767-68.4% | $64,173-62.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -46.49% | -1.95%-44.5pp | 2.43%-48.9pp | 7.63%-54.1pp |
| Employer contribution / active EE | $6,647 | $1,832+262.8% | $2,485+167.4% | $2,381+179.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,118 | $4,667-54.6% | $6,675-68.3% | $4,887-56.7% |