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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 | $17,653 | $67,352-73.8% | $60,899-71.0% | $134,509-86.9% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.1%+8.1pp | 81.2%0pp |
| Annual return | -20.84% | 49.99%-70.8pp | 16.92%-37.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $872 | $3,098-71.9% | $2,702-67.7% | $4,741-81.6% |
| Participant deferral / active EE | $6,145 | $4,539+35.4% | $3,817+61.0% | $6,400-4.0% |
| Admin fee / account holder | $874 | $4,585-80.9% | $3,225-72.9% | $11,427-92.4% |