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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 | $25,332 | $105,867-76.1% | $90,760-72.1% | $134,532-81.2% |
| Participation rate | 93.3% | 78.3%+15.1pp | 75.7%+17.6pp | 81.2%+12.1pp |
| Annual return | -21.60% | -10.99%-10.6pp | -12.16%-9.4pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,030 | $3,464-70.3% | $2,922-64.8% | $4,741-78.3% |
| Participant deferral / active EE | $14,768 | $5,217+183.1% | $4,565+223.5% | $6,401+130.7% |
| Admin fee / account holder | $2,843 | $13,936-79.6% | $8,444-66.3% | $11,429-75.1% |