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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 | $23,096 | $133,981-82.8% | $112,249-79.4% | $134,532-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -52.72% | 47.16%-99.9pp | 27.48%-80.2pp | 418.27%-471.0pp |
| Employer contribution / active EE | $10,284 | $4,040+154.6% | $3,636+182.8% | $4,741+116.9% |
| Participant deferral / active EE | $9,603 | $5,292+81.5% | $4,729+103.1% | $6,401+50.0% |
| Admin fee / account holder | $696 | $7,492-90.7% | $6,412-89.2% | $11,429-93.9% |