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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 | $80,615 | $95,917-16.0% | $79,583+1.3% | $134,545-40.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.17% | -2.70%-22.5pp | 0.16%-25.3pp | 418.37%-443.5pp |
| Employer contribution / active EE | $4,643 | $3,129+48.4% | $2,414+92.4% | $4,742-2.1% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,805 | $9,132-80.2% | $6,835-73.6% | $11,431-84.2% |