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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 | $22,646 | $54,370-58.3% | $82,763-72.6% | $68,490-66.9% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -22.20% | -13.67%-8.5pp | 702.45%-724.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $4,738 | $2,219+113.5% | $3,008+57.5% | $2,597+82.5% |
| Participant deferral / active EE | $9,975 | $3,247+207.2% | $4,395+127.0% | $4,028+147.7% |
| Admin fee / account holder | $856 | $4,398-80.5% | $5,325-83.9% | $5,403-84.1% |