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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 | $36,877 | $59,116-37.6% | $86,438-57.3% | $68,486-46.2% |
| Participation rate | 72.3% | 75.2%-2.9pp | 80.3%-8.0pp | 67.9%+4.4pp |
| Annual return | -19.22% | -0.23%-19.0pp | 4397.19%-4416.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,831 | $2,519+52.1% | $3,769+1.6% | $2,597+47.5% |
| Participant deferral / active EE | $9,594 | $5,902+62.6% | $6,952+38.0% | $4,028+138.2% |
| Admin fee / account holder | $875 | $5,639-84.5% | $6,733-87.0% | $5,404-83.8% |