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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 | $41,801 | $82,678-49.4% | $125,391-66.7% | $68,490-39.0% |
| Participation rate | 70.7% | 75.1%-4.3pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -19.82% | -5.97%-13.9pp | 572.41%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,295 | $3,382-2.6% | $4,816-31.6% | $2,597+26.9% |
| Participant deferral / active EE | $5,725 | $6,111-6.3% | $7,448-23.1% | $4,028+42.1% |
| Admin fee / account holder | $2,399 | $6,277-61.8% | $10,009-76.0% | $5,403-55.6% |