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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 | $15,291 | $92,684-83.5% | $82,706-81.5% | $134,509-88.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -22.27% | 945.84%-968.1pp | 701.76%-724.0pp | 418.13%-440.4pp |
| Employer contribution / active EE | $3,667 | $3,272+12.1% | $3,007+21.9% | $4,741-22.6% |
| Participant deferral / active EE | $6,621 | $4,800+37.9% | $4,394+50.7% | $6,400+3.4% |
| Admin fee / account holder | $2,113 | $5,982-64.7% | $5,329-60.4% | $11,427-81.5% |