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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 | $70,911 | $82,674-14.2% | $125,381-43.4% | $68,486+3.5% |
| Participation rate | 73.4% | 75.1%-1.6pp | 82.4%-8.9pp | 67.9%+5.5pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $2,190 | $3,382-35.2% | $4,815-54.5% | $2,597-15.7% |
| Participant deferral / active EE | $6,124 | $6,111+0.2% | $7,448-17.8% | $4,028+52.1% |
| Admin fee / account holder | $2,879 | $6,277-54.1% | $10,007-71.2% | $5,404-46.7% |