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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 | $20,061 | $115,810-82.7% | $101,271-80.2% | $158,966-87.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | -21.12% | 56.15%-77.3pp | 46.48%-67.6pp | 302.95%-324.1pp |
| Employer contribution / active EE | $1,676 | $4,175-59.9% | $3,660-54.2% | $4,762-64.8% |
| Participant deferral / active EE | $3,272 | $4,958-34.0% | $4,371-25.1% | $5,983-45.3% |
| Admin fee / account holder | $1,278 | $7,248-82.4% | $5,948-78.5% | $11,250-88.6% |