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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 | $49,775 | $59,107-15.8% | $86,439-42.4% | $68,495-27.3% |
| Participation rate | 79.4% | 75.2%+4.1pp | 80.3%-1.0pp | 67.9%+11.5pp |
| Annual return | -19.20% | -0.23%-19.0pp | 4395.55%-4414.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,384 | $2,519-5.4% | $3,769-36.7% | $2,596-8.2% |
| Participant deferral / active EE | $4,969 | $5,901-15.8% | $6,952-28.5% | $4,028+23.4% |
| Admin fee / account holder | $420 | $5,637-92.6% | $6,732-93.8% | $5,403-92.2% |