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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 | $54,427 | $77,817-30.1% | $123,553-55.9% | $64,173-15.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.43% | 12.49%-21.9pp | 119.21%-128.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $13,604 | $3,014+351.4% | $4,628+193.9% | $2,381+471.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,258 | $5,519-77.2% | $9,284-86.4% | $4,887-74.3% |