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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 | $11,794 | $133,981-91.2% | $112,249-89.5% | $134,532-91.2% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -25.46% | 47.16%-72.6pp | 27.48%-52.9pp | 418.27%-443.7pp |
| Employer contribution / active EE | $2,210 | $4,040-45.3% | $3,636-39.2% | $4,741-53.4% |
| Participant deferral / active EE | $4,409 | $5,292-16.7% | $4,729-6.8% | $6,401-31.1% |
| Admin fee / account holder | $735 | $7,492-90.2% | $6,412-88.5% | $11,429-93.6% |