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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 | $40,415 | $138,072-70.7% | $123,549-67.3% | $135,382-70.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.14% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,917 | $5,152-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $6,042 | $6,799-11.1% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $319 | $10,917-97.1% | $9,284-96.6% | $10,829-97.1% |