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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 | $29,764 | $48,274-38.3% | $63,244-52.9% | $59,633-50.1% |
| Participation rate | 90.2% | 66.3%+23.9pp | 71.0%+19.2pp | 68.7%+21.5pp |
| Annual return | -4.82% | -240.79%+236.0pp | -70.31%+65.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $3,079 | $1,586+94.1% | $2,322+32.6% | $2,203+39.8% |
| Participant deferral / active EE | $2,176 | $2,343-7.1% | $2,953-26.3% | $3,192-31.8% |
| Admin fee / account holder | $599 | $3,600-83.4% | $5,893-89.8% | $4,297-86.1% |