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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 | $18,562 | $190,862-90.3% | $159,991-88.4% | $134,509-86.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -40.74% | 552.59%-593.3pp | 408.82%-449.6pp | 418.13%-458.9pp |
| Employer contribution / active EE | $875 | $4,995-82.5% | $4,225-79.3% | $4,741-81.5% |
| Participant deferral / active EE | $11,338 | $6,924+63.8% | $6,183+83.4% | $6,400+77.1% |
| Admin fee / account holder | $892 | $10,495-91.5% | $8,715-89.8% | $11,427-92.2% |