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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 | $6,663 | $67,352-90.1% | $60,899-89.1% | $134,509-95.0% |
| Participation rate | 93.8% | 76.2%+17.6pp | 73.1%+20.6pp | 81.2%+12.5pp |
| Annual return | -21.18% | 49.99%-71.2pp | 16.92%-38.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,217 | $3,098-60.7% | $2,702-55.0% | $4,741-74.3% |
| Participant deferral / active EE | $1,380 | $4,539-69.6% | $3,817-63.8% | $6,400-78.4% |
| Admin fee / account holder | $488 | $4,585-89.4% | $3,225-84.9% | $11,427-95.7% |