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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 | $17,384 | $57,352-69.7% | $83,831-79.3% | $64,173-72.9% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -11.32% | 11.38%-22.7pp | 850.99%-862.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $725 | $2,546-71.5% | $3,631-80.0% | $2,381-69.5% |
| Participant deferral / active EE | $2,196 | $2,993-26.6% | $4,082-46.2% | $3,470-36.7% |
| Admin fee / account holder | $595 | $4,046-85.3% | $5,479-89.1% | $4,887-87.8% |