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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 | $29,893 | $56,200-46.8% | $67,653-55.8% | $59,633-49.9% |
| Participation rate | 78.8% | 71.5%+7.3pp | 75.7%+3.1pp | 68.7%+10.1pp |
| Annual return | -4.66% | 18506.71%-18511.4pp | 6625.22%-6629.9pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $807 | $1,615-50.0% | $2,266-64.4% | $2,203-63.4% |
| Participant deferral / active EE | $2,969 | $2,843+4.4% | $3,560-16.6% | $3,192-7.0% |
| Admin fee / account holder | $1,855 | $3,959-53.1% | $4,821-61.5% | $4,297-56.8% |