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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 | $66,833 | $90,486-26.1% | $78,676-15.1% | $273,972-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -10.41% | 75.62%-86.0pp | 62.19%-72.6pp | 41.46%-51.9pp |
| Employer contribution / active EE | $2,787 | $3,175-12.2% | $2,850-2.2% | $4,869-42.8% |
| Participant deferral / active EE | $2,518 | $3,901-35.5% | $3,517-28.4% | $5,287-52.4% |
| Admin fee / account holder | $1,224 | $5,263-76.8% | $4,510-72.9% | $10,133-87.9% |