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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 | $178,174-82.7% | $156,181-80.2% | $137,256-77.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -27.35% | 84.19%-111.5pp | 64.87%-92.2pp | 220.34%-247.7pp |
| Employer contribution / active EE | $8,545 | $4,972+71.9% | $4,294+99.0% | $4,156+105.6% |
| Participant deferral / active EE | $8,767 | $6,888+27.3% | $6,132+43.0% | $6,407+36.8% |
| Admin fee / account holder | $8,393 | $17,404-51.8% | $14,586-42.5% | $12,270-31.6% |