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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 | $82,678-49.0% | $125,391-66.3% | $68,490-38.4% |
| Participation rate | 70.3% | 75.1%-4.7pp | 82.4%-12.1pp | 67.9%+2.4pp |
| Annual return | -20.58% | -5.97%-14.6pp | 572.41%-593.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $3,907 | $3,382+15.5% | $4,816-18.9% | $2,597+50.5% |
| Participant deferral / active EE | $7,231 | $6,111+18.3% | $7,448-2.9% | $4,028+79.5% |
| Admin fee / account holder | $985 | $6,277-84.3% | $10,009-90.2% | $5,403-81.8% |