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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 | $123,532 | $62,672+97.1% | $185,117-33.3% | $70,126+76.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | -9.89% | 40.79%-50.7pp | 40.50%-50.4pp | 73.15%-83.0pp |
| Employer contribution / active EE | $24,663 | $1,753+1306.8% | $4,182+489.8% | $2,343+952.8% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,275 | $3,932-42.1% | $8,159-72.1% | $4,645-51.0% |