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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 | $38,459 | $54,370-29.3% | $82,763-53.5% | $68,490-43.8% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -27.88% | -13.67%-14.2pp | 702.45%-730.3pp | -7.85%-20.0pp |
| Employer contribution / active EE | $5,919 | $2,219+166.7% | $3,008+96.8% | $2,597+127.9% |
| Participant deferral / active EE | $6,674 | $3,247+105.6% | $4,395+51.9% | $4,028+65.7% |
| Admin fee / account holder | $1,510 | $4,398-65.7% | $5,325-71.6% | $5,403-72.1% |