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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 | $224,199 | $82,314+172.4% | $68,808+225.8% | $134,532+66.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.42% | -2.18%-20.2pp | -6.37%-16.1pp | 418.27%-440.7pp |
| Employer contribution / active EE | $7,237 | $3,301+119.2% | $2,656+172.5% | $4,741+52.6% |
| Participant deferral / active EE | $18,286 | $4,740+285.8% | $3,942+363.9% | $6,401+185.7% |
| Admin fee / account holder | $7,455 | $6,484+15.0% | $4,936+51.0% | $11,429-34.8% |