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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 | $31,145 | $82,678-62.3% | $125,391-75.2% | $68,490-54.5% |
| Participation rate | 76.2% | 75.1%+1.1pp | 82.4%-6.2pp | 67.9%+8.3pp |
| Annual return | -19.73% | -5.97%-13.8pp | 572.41%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $3,106 | $3,382-8.2% | $4,816-35.5% | $2,597+19.6% |
| Participant deferral / active EE | $6,381 | $6,111+4.4% | $7,448-14.3% | $4,028+58.4% |
| Admin fee / account holder | $1,806 | $6,277-71.2% | $10,009-82.0% | $5,403-66.6% |