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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 | $41,633 | $84,499-50.7% | $125,391-66.8% | $66,949-37.8% |
| Participation rate | 77.7% | 76.4%+1.3pp | 82.4%-4.7pp | 69.8%+7.9pp |
| Annual return | -18.92% | -8.49%-10.4pp | 572.41%-591.3pp | 1.57%-20.5pp |
| Employer contribution / active EE | $2,264 | $3,554-36.3% | $4,816-53.0% | $2,545-11.1% |
| Participant deferral / active EE | $4,275 | $6,785-37.0% | $7,448-42.6% | $4,239+0.9% |
| Admin fee / account holder | $1,642 | $685+139.7% | $10,009-83.6% | $594+176.7% |