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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 | $109,889 | $91,537+20.0% | $130,045-15.5% | $75,173+46.2% |
| Participation rate | 97.3% | 71.5%+25.8pp | 78.5%+18.8pp | 67.2%+30.1pp |
| Annual return | 6.01% | -631.55%+637.6pp | -137.30%+143.3pp | 160.72%-154.7pp |
| Employer contribution / active EE | $8,108 | $2,845+185.0% | $4,321+87.6% | $2,671+203.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,431 | $6,780-19.9% | $10,600-48.8% | $5,651-3.9% |