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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 | $34,657 | $75,832-54.3% | $147,617-76.5% | $59,633-41.9% |
| Participation rate | 88.5% | 71.6%+16.9pp | 84.6%+3.8pp | 68.7%+19.8pp |
| Annual return | -5.02% | 0.37%-5.4pp | 61.98%-67.0pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,769 | $3,485-49.2% | $5,564-68.2% | $2,203-19.7% |
| Participant deferral / active EE | $3,596 | $3,131+14.9% | $4,895-26.5% | $3,192+12.7% |
| Admin fee / account holder | $373 | $5,986-93.8% | $11,612-96.8% | $4,297-91.3% |