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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 | $80,946 | $106,115-23.7% | $85,969-5.8% | $125,389-35.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.96% | 13.93%-17.9pp | 9.32%-13.3pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,000 | $4,537-55.9% | $3,474-42.4% | $4,866-58.9% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,549 | $8,144+103.2% | $6,053+173.4% | $9,541+73.5% |