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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 | $24,756 | $95,975-74.2% | $74,552-66.8% | $135,382-81.7% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -15.28% | 56.96%-72.2pp | 32.53%-47.8pp | 519.77%-535.1pp |
| Employer contribution / active EE | $1,878 | $2,716-30.9% | $1,961-4.2% | $4,779-60.7% |
| Participant deferral / active EE | $2,440 | $3,844-36.5% | $3,108-21.5% | $5,609-56.5% |
| Admin fee / account holder | $2,182 | $6,522-66.5% | $5,060-56.9% | $10,829-79.8% |