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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 | $56,971 | $154,193-63.1% | $130,045-56.2% | $139,466-59.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.40% | 32.51%-32.1pp | -137.30%+137.7pp | 373.66%-373.3pp |
| Employer contribution / active EE | $4,567 | $5,292-13.7% | $4,321+5.7% | $4,754-3.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,176 | $13,989-84.4% | $10,600-79.5% | $11,409-80.9% |