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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 | $195,699 | $106,247+84.2% | $96,515+102.8% | $139,466+40.3% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | -4.31% | 38.47%-42.8pp | 35.73%-40.0pp | 373.66%-378.0pp |
| Employer contribution / active EE | $18,039 | $4,106+339.3% | $3,740+382.4% | $4,754+279.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,531 | $7,885-67.9% | $6,735-62.4% | $11,409-77.8% |