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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 | $16,816 | $154,228-89.1% | $145,433-88.4% | $137,256-87.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | -6.71% | 74.59%-81.3pp | 66.58%-73.3pp | 220.34%-227.1pp |
| Employer contribution / active EE | $998 | $4,804-79.2% | $4,554-78.1% | $4,156-76.0% |
| Participant deferral / active EE | $2,689 | $8,216-67.3% | $7,897-66.0% | $6,407-58.0% |
| Admin fee / account holder | $4,099 | $14,344-71.4% | $13,129-68.8% | $12,270-66.6% |