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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 | $65,474 | $95,975-31.8% | $74,552-12.2% | $135,382-51.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.28% | 56.96%-68.2pp | 32.53%-43.8pp | 519.77%-531.1pp |
| Employer contribution / active EE | $2,379 | $2,716-12.4% | $1,961+21.3% | $4,779-50.2% |
| Participant deferral / active EE | $6,605 | $3,844+71.8% | $3,108+112.5% | $5,609+17.8% |
| Admin fee / account holder | $817 | $6,522-87.5% | $5,060-83.9% | $10,829-92.5% |