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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 | $227,429 | $106,280+114.0% | $96,538+135.6% | $139,487+63.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -9.00% | 38.48%-47.5pp | 35.74%-44.7pp | 373.84%-382.8pp |
| Employer contribution / active EE | $31,176 | $4,107+659.1% | $3,740+733.5% | $4,755+555.7% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,792 | $7,888-64.6% | $6,737-58.6% | $11,407-75.5% |