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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 | $83,640 | $116,175-28.0% | $93,609-10.6% | $152,870-45.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -7.16% | 35.96%-43.1pp | 32.76%-39.9pp | 345.34%-352.5pp |
| Employer contribution / active EE | $4,000 | $3,218+24.3% | $2,718+47.2% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,348 | $10,748-50.2% | $7,889-32.2% | $11,597-53.9% |