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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 | $34,822 | $82,678-57.9% | $125,391-72.2% | $68,490-49.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.43% | -5.97%-14.5pp | 572.41%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $4,047 | $3,382+19.7% | $4,816-16.0% | $2,597+55.9% |
| Participant deferral / active EE | $5,405 | $6,111-11.6% | $7,448-27.4% | $4,028+34.2% |
| Admin fee / account holder | $1,274 | $6,277-79.7% | $10,009-87.3% | $5,403-76.4% |