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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 | $49,848 | $133,981-62.8% | $112,249-55.6% | $134,532-62.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.73% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,425 | $4,040-15.2% | $3,636-5.8% | $4,741-27.8% |
| Participant deferral / active EE | $10,488 | $5,292+98.2% | $4,729+121.8% | $6,401+63.9% |
| Admin fee / account holder | $571 | $7,492-92.4% | $6,412-91.1% | $11,429-95.0% |