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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 | $40,471 | $82,678-51.1% | $125,391-67.7% | $68,490-40.9% |
| Participation rate | 79.4% | 75.1%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -20.84% | -5.97%-14.9pp | 572.41%-593.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $5,050 | $3,382+49.3% | $4,816+4.9% | $2,597+94.5% |
| Participant deferral / active EE | $8,487 | $6,111+38.9% | $7,448+13.9% | $4,028+110.7% |
| Admin fee / account holder | $397 | $6,277-93.7% | $10,009-96.0% | $5,403-92.7% |