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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 | $27,755 | $138,076-79.9% | $123,553-77.5% | $135,380-79.5% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -11.89% | 153.70%-165.6pp | 119.21%-131.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $3,001 | $5,152-41.8% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $11,626 | $6,800+71.0% | $6,426+80.9% | $5,609+107.3% |
| Admin fee / account holder | $1,272 | $10,917-88.3% | $9,284-86.3% | $10,828-88.3% |