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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 | $21,157 | $142,392-85.1% | $119,622-82.3% | $134,532-84.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -35.73% | -12.46%-23.3pp | -14.98%-20.8pp | 418.27%-454.0pp |
| Employer contribution / active EE | $2,798 | $5,224-46.4% | $4,232-33.9% | $4,741-41.0% |
| Participant deferral / active EE | $6,751 | $6,467+4.4% | $5,601+20.5% | $6,401+5.5% |
| Admin fee / account holder | $5,474 | $13,593-59.7% | $10,328-47.0% | $11,429-52.1% |