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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 | $18,762 | $133,998-86.0% | $112,263-83.3% | $134,545-86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.64% | 47.17%-74.8pp | 27.49%-55.1pp | 418.37%-446.0pp |
| Employer contribution / active EE | $2,552 | $4,040-36.8% | $3,636-29.8% | $4,742-46.2% |
| Participant deferral / active EE | $3,333 | $5,292-37.0% | $4,729-29.5% | $6,401-47.9% |
| Admin fee / account holder | $2,709 | $7,493-63.8% | $6,410-57.7% | $11,431-76.3% |