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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 | $43,344 | $142,392-69.6% | $119,622-63.8% | $134,532-67.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.91% | -12.46%-8.4pp | -14.98%-5.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $2,842 | $5,224-45.6% | $4,232-32.8% | $4,741-40.0% |
| Participant deferral / active EE | $10,088 | $6,467+56.0% | $5,601+80.1% | $6,401+57.6% |
| Admin fee / account holder | $1,392 | $13,593-89.8% | $10,328-86.5% | $11,429-87.8% |