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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 | $53,181 | $72,404-26.5% | $110,243-51.8% | $64,173-17.1% |
| Participation rate | 87.0% | 73.3%+13.6pp | 79.8%+7.1pp | 69.6%+17.4pp |
| Annual return | -8.28% | -6.29%-2.0pp | 314.76%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,693 | $2,282+18.1% | $3,827-29.6% | $2,381+13.1% |
| Participant deferral / active EE | $5,816 | $3,469+67.6% | $4,672+24.5% | $3,470+67.6% |
| Admin fee / account holder | $502 | $5,664-91.1% | $8,548-94.1% | $4,887-89.7% |