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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 | $21,331 | $100,792-78.8% | $86,691-75.4% | $134,509-84.1% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -20.89% | 29.08%-50.0pp | 35.94%-56.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $2,597 | $3,491-25.6% | $2,837-8.5% | $4,741-45.2% |
| Participant deferral / active EE | $6,611 | $5,339+23.8% | $4,656+42.0% | $6,400+3.3% |
| Admin fee / account holder | $1,227 | $10,924-88.8% | $7,492-83.6% | $11,427-89.3% |