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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 | $71,472 | $82,674-13.6% | $125,381-43.0% | $68,486+4.4% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,811 | $3,382-46.5% | $4,815-62.4% | $2,597-30.3% |
| Participant deferral / active EE | $7,381 | $6,111+20.8% | $7,448-0.9% | $4,028+83.3% |
| Admin fee / account holder | $1,266 | $6,277-79.8% | $10,007-87.3% | $5,404-76.6% |