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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 | $26,379 | $138,075-80.9% | $123,552-78.6% | $135,379-80.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.41% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,395 | $5,152-53.5% | $4,628-48.2% | $4,779-49.9% |
| Participant deferral / active EE | $7,531 | $6,800+10.8% | $6,426+17.2% | $5,609+34.3% |
| Admin fee / account holder | $414 | $10,917-96.2% | $9,285-95.5% | $10,828-96.2% |