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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 | $50,277 | $142,409-64.7% | $119,634-58.0% | $134,545-62.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.12% | -12.46%-15.7pp | -14.98%-13.1pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,683 | $5,224-67.8% | $4,232-60.2% | $4,742-64.5% |
| Participant deferral / active EE | $18,984 | $6,468+193.5% | $5,601+238.9% | $6,401+196.6% |
| Admin fee / account holder | $777 | $13,594-94.3% | $10,329-92.5% | $11,431-93.2% |