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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 | $40,748 | $49,177-17.1% | $79,466-48.7% | $64,173-36.5% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -10.93% | -1.16%-9.8pp | 718.28%-729.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $7,276 | $2,076+250.4% | $2,800+159.8% | $2,381+205.6% |
| Participant deferral / active EE | $4,389 | $2,821+55.6% | $3,704+18.5% | $3,470+26.5% |
| Admin fee / account holder | $392 | $3,839-89.8% | $5,104-92.3% | $4,887-92.0% |