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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 | $147,340 | $167,353-12.0% | $143,797+2.5% | $134,545+9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.80% | 0.48%-29.3pp | -0.04%-28.8pp | 418.37%-447.2pp |
| Employer contribution / active EE | $9,488 | $5,620+68.8% | $4,952+91.6% | $4,742+100.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,930 | $18,096-89.3% | $14,679-86.9% | $11,431-83.1% |