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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 | $30,305 | $82,678-63.3% | $125,391-75.8% | $68,490-55.8% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -20.79% | -5.97%-14.8pp | 572.41%-593.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,123 | $3,382-66.8% | $4,816-76.7% | $2,597-56.7% |
| Participant deferral / active EE | $8,343 | $6,111+36.5% | $7,448+12.0% | $4,028+107.1% |
| Admin fee / account holder | $1,253 | $6,277-80.0% | $10,009-87.5% | $5,403-76.8% |