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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 | $23,583 | $82,674-71.5% | $125,381-81.2% | $68,486-65.6% |
| Participation rate | 86.6% | 75.1%+11.5pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -20.49% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $4,235 | $3,382+25.2% | $4,815-12.1% | $2,597+63.1% |
| Participant deferral / active EE | $8,675 | $6,111+42.0% | $7,448+16.5% | $4,028+115.4% |
| Admin fee / account holder | $5,795 | $6,277-7.7% | $10,007-42.1% | $5,404+7.2% |