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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 | $54,753 | $142,392-61.5% | $119,622-54.2% | $134,532-59.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -36.12% | -12.46%-23.7pp | -14.98%-21.1pp | 418.27%-454.4pp |
| Employer contribution / active EE | $6,105 | $5,224+16.9% | $4,232+44.3% | $4,741+28.8% |
| Participant deferral / active EE | $16,900 | $6,467+161.3% | $5,601+201.8% | $6,401+164.0% |
| Admin fee / account holder | $470 | $13,593-96.5% | $10,328-95.4% | $11,429-95.9% |