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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 | $79,451 | $84,518-6.0% | $67,704+17.4% | $125,389-36.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.19% | 2.57%-7.8pp | 25.41%-30.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $18,830 | $3,292+471.9% | $2,559+635.7% | $4,866+287.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,347 | $5,340+149.9% | $4,255+213.7% | $9,541+39.9% |