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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 | $12,787 | $95,915-86.7% | $79,580-83.9% | $134,532-90.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.45% | -2.71%-18.7pp | 0.15%-21.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,311 | $3,129-26.2% | $2,413-4.3% | $4,741-51.3% |
| Participant deferral / active EE | $5,594 | $4,693+19.2% | $3,985+40.4% | $6,401-12.6% |
| Admin fee / account holder | $1,152 | $9,132-87.4% | $6,835-83.1% | $11,429-89.9% |