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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 | $20,671 | $70,366-70.6% | $66,674-69.0% | $138,895-85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -25.71% | 386.41%-412.1pp | 321.24%-346.9pp | 145.39%-171.1pp |
| Employer contribution / active EE | $857 | $2,765-69.0% | $2,620-67.3% | $4,194-79.6% |
| Participant deferral / active EE | $13,116 | $4,374+199.9% | $4,084+221.2% | $6,396+105.1% |
| Admin fee / account holder | $7,264 | $5,262+38.0% | $5,098+42.5% | $12,562-42.2% |