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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 | $18,015 | $115,810-84.4% | $101,271-82.2% | $158,966-88.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -2.25% | 56.15%-58.4pp | 46.48%-48.7pp | 302.95%-305.2pp |
| Employer contribution / active EE | $2,083 | $4,175-50.1% | $3,660-43.1% | $4,762-56.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $448 | $7,248-93.8% | $5,948-92.5% | $11,250-96.0% |