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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 | $27,099 | $49,177-44.9% | $79,466-65.9% | $64,173-57.8% |
| Participation rate | 81.6% | 65.0%+16.6pp | 73.3%+8.3pp | 69.6%+12.1pp |
| Annual return | -10.86% | -1.16%-9.7pp | 718.28%-729.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $3,743 | $2,076+80.3% | $2,800+33.7% | $2,381+57.2% |
| Participant deferral / active EE | $7,475 | $2,821+164.9% | $3,704+101.8% | $3,470+115.4% |
| Admin fee / account holder | $4,391 | $3,839+14.4% | $5,104-14.0% | $4,887-10.2% |