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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 | $67,035 | $76,551-12.4% | $123,894-45.9% | $62,881+6.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -33.04% | 18.68%-51.7pp | 47.52%-80.6pp | 20.14%-53.2pp |
| Employer contribution / active EE | $7,717 | $2,882+167.7% | $4,617+67.2% | $2,281+238.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,022 | $4,826-37.4% | $8,357-63.8% | $4,296-29.6% |