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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 | $48,428 | $82,674-41.4% | $125,381-61.4% | $68,486-29.3% |
| Participation rate | 79.7% | 75.1%+4.6pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -20.67% | -5.97%-14.7pp | 572.31%-593.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,529 | $3,382-54.8% | $4,815-68.2% | $2,597-41.1% |
| Participant deferral / active EE | $4,753 | $6,111-22.2% | $7,448-36.2% | $4,028+18.0% |
| Admin fee / account holder | $939 | $6,277-85.0% | $10,007-90.6% | $5,404-82.6% |