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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 | $21,718 | $82,674-73.7% | $125,381-82.7% | $68,486-68.3% |
| Participation rate | 88.2% | 75.1%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -25.60% | -5.97%-19.6pp | 572.31%-597.9pp | -7.85%-17.7pp |
| Employer contribution / active EE | $5,248 | $3,382+55.2% | $4,815+9.0% | $2,597+102.1% |
| Participant deferral / active EE | $9,892 | $6,111+61.9% | $7,448+32.8% | $4,028+145.6% |
| Admin fee / account holder | $1,120 | $6,277-82.2% | $10,007-88.8% | $5,404-79.3% |