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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 | $30,415 | $82,674-63.2% | $125,381-75.7% | $68,486-55.6% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,281 | $3,382-62.1% | $4,815-73.4% | $2,597-50.6% |
| Participant deferral / active EE | $3,893 | $6,111-36.3% | $7,448-47.7% | $4,028-3.3% |
| Admin fee / account holder | $1,692 | $6,277-73.1% | $10,007-83.1% | $5,404-68.7% |