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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 | $21,449 | $176,077-87.8% | $159,455-86.5% | $167,518-87.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | -4.30% | 331.83%-336.1pp | 263.63%-267.9pp | 478.71%-483.0pp |
| Employer contribution / active EE | $1,982 | $5,298-62.6% | $4,830-59.0% | $4,838-59.0% |
| Participant deferral / active EE | $4,926 | $7,751-36.4% | $7,353-33.0% | $6,342-22.3% |
| Admin fee / account holder | $2,446 | $12,556-80.5% | $10,800-77.4% | $12,312-80.1% |