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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 | $46,643 | $158,852-70.6% | $121,220-61.5% | $135,380-65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -15.65% | -0.64%-15.0pp | 16.94%-32.6pp | 519.81%-535.5pp |
| Employer contribution / active EE | $7,495 | $5,666+32.3% | $4,023+86.3% | $4,779+56.8% |
| Participant deferral / active EE | $13,167 | $4,006+228.7% | $3,345+293.6% | $5,609+134.7% |
| Admin fee / account holder | $312 | $6,515-95.2% | $5,021-93.8% | $10,828-97.1% |