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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 | $103,212 | $131,835-21.7% | $108,582-4.9% | $273,972-62.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -1.58% | -91.57%+90.0pp | -51.70%+50.1pp | 41.46%-43.0pp |
| Employer contribution / active EE | $8,968 | $4,913+82.5% | $3,758+138.6% | $4,869+84.2% |
| Participant deferral / active EE | $6,244 | $5,127+21.8% | $4,311+44.8% | $5,287+18.1% |
| Admin fee / account holder | $1,552 | $10,253-84.9% | $7,645-79.7% | $10,133-84.7% |