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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 | $42,196 | $82,674-49.0% | $125,358-66.3% | $68,498-38.4% |
| Participation rate | 70.3% | 75.0%-4.7pp | 82.4%-12.1pp | 67.9%+2.4pp |
| Annual return | -20.58% | -5.97%-14.6pp | 572.03%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $3,907 | $3,381+15.5% | $4,814-18.8% | $2,596+50.5% |
| Participant deferral / active EE | $7,231 | $6,111+18.3% | $7,447-2.9% | $4,027+79.5% |
| Admin fee / account holder | $985 | $6,276-84.3% | $10,007-90.2% | $5,403-81.8% |