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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 | $23,025 | $56,197-59.0% | $67,652-66.0% | $59,633-61.4% |
| Participation rate | 76.9% | 71.5%+5.5pp | 75.7%+1.3pp | 68.7%+8.3pp |
| Annual return | -4.67% | 18508.10%-18512.8pp | 6625.40%-6630.1pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $1,550 | $1,615-4.0% | $2,266-31.6% | $2,203-29.6% |
| Participant deferral / active EE | $2,774 | $2,844-2.4% | $3,560-22.1% | $3,192-13.1% |
| Admin fee / account holder | $856 | $3,958-78.4% | $4,821-82.2% | $4,297-80.1% |