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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 | $56,376 | $91,525-38.4% | $130,026-56.6% | $75,181-25.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 3.79% | -631.40%+635.2pp | -137.26%+141.1pp | 160.69%-156.9pp |
| Employer contribution / active EE | $2,705 | $2,844-4.9% | $4,321-37.4% | $2,671+1.3% |
| Participant deferral / active EE | $3,768 | $4,342-13.2% | $5,821-35.3% | $4,126-8.7% |
| Admin fee / account holder | $3,333 | $6,778-50.8% | $10,608-68.6% | $5,650-41.0% |