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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 | $49,154 | $82,678-40.5% | $125,391-60.8% | $68,490-28.2% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -22.34% | -5.97%-16.4pp | 572.41%-594.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $4,542 | $3,382+34.3% | $4,816-5.7% | $2,597+74.9% |
| Participant deferral / active EE | $9,513 | $6,111+55.7% | $7,448+27.7% | $4,028+136.2% |
| Admin fee / account holder | $724 | $6,277-88.5% | $10,009-92.8% | $5,403-86.6% |