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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 | $193,999 | $65,704+195.3% | $94,229+105.9% | $59,633+225.3% |
| Participation rate | 97.6% | 72.1%+25.5pp | 78.8%+18.8pp | 68.7%+28.9pp |
| Annual return | -2.94% | 5.22%-8.2pp | 10.68%-13.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $11,956 | $2,021+491.7% | $3,587+233.3% | $2,203+442.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,654 | $4,265-37.8% | $6,269-57.7% | $4,297-38.2% |