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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 | $30,904 | $199,109-84.5% | $173,730-82.2% | $154,746-80.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | -27.35% | 20.02%-47.4pp | 19.96%-47.3pp | 172.34%-199.7pp |
| Employer contribution / active EE | $8,545 | $5,311+60.9% | $4,577+86.7% | $4,379+95.1% |
| Participant deferral / active EE | $8,767 | $7,113+23.3% | $6,326+38.6% | $6,730+30.3% |
| Admin fee / account holder | $8,393 | $20,916-59.9% | $17,523-52.1% | $14,365-41.6% |