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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 | $69,785 | $78,682-11.3% | $109,188-36.1% | $85,851-18.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | -4.07% | 25.09%-29.2pp | 25.76%-29.8pp | 318.63%-322.7pp |
| Employer contribution / active EE | $7,114 | $2,734+160.2% | $3,723+91.1% | $2,565+177.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,149 | $5,470-79.0% | $6,755-83.0% | $6,261-81.6% |