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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 | $13,535 | $93,117-85.5% | $77,096-82.4% | $134,532-89.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -22.03% | 62.67%-84.7pp | 42.35%-64.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,991 | $3,420-12.5% | $2,814+6.3% | $4,741-36.9% |
| Participant deferral / active EE | $4,332 | $5,241-17.3% | $4,429-2.2% | $6,401-32.3% |
| Admin fee / account holder | $2,511 | $6,948-63.9% | $5,428-53.7% | $11,429-78.0% |