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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 | $17,626 | $43,730-59.7% | $121,220-85.5% | $64,173-72.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -10.82% | 68.94%-79.8pp | 16.94%-27.8pp | 7.63%-18.4pp |
| Employer contribution / active EE | $2,579 | $1,297+98.9% | $4,023-35.9% | $2,381+8.3% |
| Participant deferral / active EE | $1,504 | $2,281-34.1% | $3,345-55.0% | $3,470-56.7% |
| Admin fee / account holder | $652 | $3,502-81.4% | $5,021-87.0% | $4,887-86.7% |