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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 | $26,707 | $49,177-45.7% | $79,467-66.4% | $64,173-58.4% |
| Participation rate | 88.3% | 65.0%+23.3pp | 73.3%+15.0pp | 69.6%+18.8pp |
| Annual return | -8.46% | -1.16%-7.3pp | 718.30%-726.8pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,905 | $2,076+39.9% | $2,800+3.7% | $2,381+22.0% |
| Participant deferral / active EE | $7,002 | $2,821+148.2% | $3,704+89.0% | $3,470+101.8% |
| Admin fee / account holder | $931 | $3,839-75.8% | $5,104-81.8% | $4,887-81.0% |