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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 | $35,102 | $70,366-50.1% | $66,674-47.4% | $138,895-74.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -3.58% | 386.41%-390.0pp | 321.24%-324.8pp | 145.39%-149.0pp |
| Employer contribution / active EE | $3,317 | $2,765+20.0% | $2,620+26.6% | $4,194-20.9% |
| Participant deferral / active EE | $8,843 | $4,374+102.2% | $4,084+116.5% | $6,396+38.3% |
| Admin fee / account holder | $4,836 | $5,262-8.1% | $5,098-5.1% | $12,562-61.5% |