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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 | $22,384 | $129,959-82.8% | $104,301-78.5% | $134,532-83.4% |
| Participation rate | 76.2% | 79.5%-3.3pp | 73.3%+2.9pp | 81.2%-5.0pp |
| Annual return | -23.56% | 42.04%-65.6pp | 24.61%-48.2pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,245 | $4,185-70.3% | $3,373-63.1% | $4,741-73.7% |
| Participant deferral / active EE | $4,033 | $5,589-27.8% | $4,626-12.8% | $6,401-37.0% |
| Admin fee / account holder | $632 | $9,325-93.2% | $7,340-91.4% | $11,429-94.5% |