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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 | $66,861 | $47,977+39.4% | $154,111-56.6% | $56,287+18.8% |
| Participation rate | 77.7% | 66.2%+11.5pp | 83.0%-5.4pp | 69.9%+7.8pp |
| Annual return | -7.79% | 3.54%-11.3pp | 735.18%-743.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,903 | $2,169-12.2% | $5,298-64.1% | $2,111-9.8% |
| Participant deferral / active EE | $2,496 | $2,392+4.4% | $5,081-50.9% | $3,350-25.5% |
| Admin fee / account holder | $2,736 | $438+524.3% | $13,411-79.6% | $521+425.1% |