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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 | $29,735 | $75,962-60.9% | $154,108-80.7% | $64,173-53.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.63% | 30.32%-40.0pp | 735.21%-744.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $5,625 | $3,350+67.9% | $5,298+6.2% | $2,381+136.3% |
| Participant deferral / active EE | $9,576 | $3,175+201.6% | $5,081+88.5% | $3,470+176.0% |
| Admin fee / account holder | $1,384 | $5,589-75.2% | $13,411-89.7% | $4,887-71.7% |