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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 | $35,732 | $90,486-60.5% | $78,676-54.6% | $273,972-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.80% | 75.62%-76.4pp | 62.19%-63.0pp | 41.46%-42.3pp |
| Employer contribution / active EE | $1,336 | $3,175-57.9% | $2,850-53.1% | $4,869-72.6% |
| Participant deferral / active EE | $3,359 | $3,901-13.9% | $3,517-4.5% | $5,287-36.5% |
| Admin fee / account holder | $2,662 | $5,263-49.4% | $4,510-41.0% | $10,133-73.7% |