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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 | $25,320 | $142,392-82.2% | $119,622-78.8% | $134,532-81.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -44.09% | -12.46%-31.6pp | -14.98%-29.1pp | 418.27%-462.4pp |
| Employer contribution / active EE | $1,851 | $5,224-64.6% | $4,232-56.3% | $4,741-61.0% |
| Participant deferral / active EE | $12,299 | $6,467+90.2% | $5,601+119.6% | $6,401+92.1% |
| Admin fee / account holder | $696 | $13,593-94.9% | $10,328-93.3% | $11,429-93.9% |