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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 | $25,753 | $77,638-66.8% | $156,551-83.6% | $62,881-59.0% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | -0.42% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,664 | $3,444-51.7% | $5,501-69.8% | $2,281-27.1% |
| Participant deferral / active EE | $2,344 | $3,046-23.0% | $4,871-51.9% | $3,203-26.8% |
| Admin fee / account holder | $496 | $5,561-91.1% | $13,028-96.2% | $4,296-88.4% |