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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 | $18,776 | $82,678-77.3% | $125,391-85.0% | $68,490-72.6% |
| Participation rate | 74.4% | 75.1%-0.6pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -20.99% | -5.97%-15.0pp | 572.41%-593.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,622 | $3,382-52.1% | $4,816-66.3% | $2,597-37.5% |
| Participant deferral / active EE | $6,698 | $6,111+9.6% | $7,448-10.1% | $4,028+66.3% |
| Admin fee / account holder | $1,470 | $6,277-76.6% | $10,009-85.3% | $5,403-72.8% |