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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 | $36,113 | $196,972-81.7% | $182,262-80.2% | $198,609-81.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -6.29% | 158.27%-164.6pp | 140.60%-146.9pp | 202.70%-209.0pp |
| Employer contribution / active EE | $1,745 | $5,364-67.5% | $5,046-65.4% | $5,055-65.5% |
| Participant deferral / active EE | $7,877 | $8,643-8.9% | $8,276-4.8% | $6,977+12.9% |
| Admin fee / account holder | $1,212 | $18,429-93.4% | $16,712-92.7% | $19,030-93.6% |