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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 | $37,305 | $105,867-64.8% | $90,760-58.9% | $134,532-72.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -31.42% | -10.99%-20.4pp | -12.16%-19.3pp | 418.27%-449.7pp |
| Employer contribution / active EE | $9,817 | $3,464+183.4% | $2,922+236.0% | $4,741+107.1% |
| Participant deferral / active EE | $25,098 | $5,217+381.1% | $4,565+449.8% | $6,401+292.1% |
| Admin fee / account holder | $10,224 | $13,936-26.6% | $8,444+21.1% | $11,429-10.5% |