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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 | $37,617 | $59,111-36.4% | $86,451-56.5% | $68,490-45.1% |
| Participation rate | 76.8% | 75.2%+1.6pp | 80.3%-3.5pp | 67.9%+8.9pp |
| Annual return | -19.29% | -0.22%-19.1pp | 4398.51%-4417.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,394 | $2,519-5.0% | $3,770-36.5% | $2,597-7.8% |
| Participant deferral / active EE | $6,665 | $5,900+13.0% | $6,953-4.1% | $4,028+65.5% |
| Admin fee / account holder | $752 | $5,640-86.7% | $6,734-88.8% | $5,403-86.1% |