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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 | $6,329 | $82,324-92.3% | $68,803-90.8% | $134,545-95.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.82% | -2.17%-22.6pp | -6.37%-18.5pp | 418.37%-443.2pp |
| Employer contribution / active EE | $2,020 | $3,302-38.8% | $2,656-23.9% | $4,742-57.4% |
| Participant deferral / active EE | $3,455 | $4,740-27.1% | $3,942-12.4% | $6,401-46.0% |
| Admin fee / account holder | $530 | $6,485-91.8% | $4,936-89.3% | $11,431-95.4% |