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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 | $38,078 | $82,678-53.9% | $125,391-69.6% | $68,490-44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.93% | -5.97%-17.0pp | 572.41%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $7,507 | $3,382+121.9% | $4,816+55.9% | $2,597+189.1% |
| Participant deferral / active EE | $14,197 | $6,111+132.3% | $7,448+90.6% | $4,028+252.5% |
| Admin fee / account holder | $2,330 | $6,277-62.9% | $10,009-76.7% | $5,403-56.9% |