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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 | $22,959 | $112,933-79.7% | $90,970-74.8% | $158,982-85.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | -0.08% | 215.82%-215.9pp | 134.60%-134.7pp | 302.99%-303.1pp |
| Employer contribution / active EE | $667 | $2,893-76.9% | $2,122-68.6% | $4,763-86.0% |
| Participant deferral / active EE | $1,138 | $4,128-72.4% | $3,373-66.3% | $5,983-81.0% |
| Admin fee / account holder | $548 | $8,047-93.2% | $5,961-90.8% | $11,252-95.1% |