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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 | $25,602 | $77,638-67.0% | $156,551-83.6% | $62,881-59.3% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | -2.61% | 50.33%-52.9pp | 32.23%-34.8pp | 20.14%-22.8pp |
| Employer contribution / active EE | $1,315 | $3,444-61.8% | $5,501-76.1% | $2,281-42.3% |
| Participant deferral / active EE | $3,692 | $3,046+21.2% | $4,871-24.2% | $3,203+15.3% |
| Admin fee / account holder | $316 | $5,561-94.3% | $13,028-97.6% | $4,296-92.6% |