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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 | $67,358 | $167,362-59.8% | $143,799-53.2% | $134,532-49.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -54.42% | 0.47%-54.9pp | -0.04%-54.4pp | 418.27%-472.7pp |
| Employer contribution / active EE | $23,129 | $5,620+311.5% | $4,952+367.1% | $4,741+387.9% |
| Participant deferral / active EE | $40,526 | $6,447+528.6% | $5,638+618.7% | $6,401+533.1% |
| Admin fee / account holder | $854 | $18,094-95.3% | $14,677-94.2% | $11,429-92.5% |