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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 | $237,661 | $136,860+73.7% | $120,344+97.5% | $154,746+53.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | -1.84% | 21.38%-23.2pp | 20.30%-22.1pp | 172.34%-174.2pp |
| Employer contribution / active EE | $5,000 | $3,533+41.5% | $3,020+65.6% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,272 | $15,393-46.3% | $12,742-35.1% | $14,365-42.4% |