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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 | $43,473 | $91,537-52.5% | $130,045-66.6% | $75,173-42.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.17% | -631.55%+642.7pp | -137.30%+148.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $2,355 | $2,845-17.2% | $4,321-45.5% | $2,671-11.8% |
| Participant deferral / active EE | $2,748 | $4,343-36.7% | $5,820-52.8% | $4,126-33.4% |
| Admin fee / account holder | $4,465 | $6,780-34.1% | $10,600-57.9% | $5,651-21.0% |