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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 | $58,446 | $82,674-29.3% | $125,363-53.4% | $68,495-14.7% |
| Participation rate | 87.1% | 75.0%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -21.70% | -5.97%-15.7pp | 572.15%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $4,547 | $3,382+34.5% | $4,815-5.6% | $2,596+75.1% |
| Participant deferral / active EE | $7,645 | $6,111+25.1% | $7,447+2.7% | $4,028+89.8% |
| Admin fee / account holder | $531 | $6,276-91.5% | $10,005-94.7% | $5,403-90.2% |