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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 | $23,181 | $85,171-72.8% | $172,753-86.6% | $72,976-68.2% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.6%+10.0pp | 69.5%+23.2pp |
| Annual return | -1.33% | 27.32%-28.7pp | 803.00%-804.3pp | 81.02%-82.3pp |
| Employer contribution / active EE | $2,098 | $3,324-36.9% | $5,144-59.2% | $2,440-14.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,088 | $5,880-81.5% | $13,956-92.2% | $5,124-78.8% |