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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 | $27,806 | $95,915-71.0% | $79,580-65.1% | $134,532-79.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.24% | -2.71%-19.5pp | 0.15%-22.4pp | 418.27%-440.5pp |
| Employer contribution / active EE | $3,926 | $3,129+25.5% | $2,413+62.7% | $4,741-17.2% |
| Participant deferral / active EE | $8,901 | $4,693+89.7% | $3,985+123.3% | $6,401+39.1% |
| Admin fee / account holder | $1,100 | $9,132-88.0% | $6,835-83.9% | $11,429-90.4% |