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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 | $21,009 | $138,075-84.8% | $123,552-83.0% | $135,379-84.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.16% | 153.70%-164.9pp | 119.20%-130.4pp | 519.79%-530.9pp |
| Employer contribution / active EE | $4,514 | $5,152-12.4% | $4,628-2.5% | $4,779-5.5% |
| Participant deferral / active EE | $11,739 | $6,800+72.6% | $6,426+82.7% | $5,609+109.3% |
| Admin fee / account holder | $832 | $10,917-92.4% | $9,285-91.0% | $10,828-92.3% |