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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 | $34,984 | $69,012-49.3% | $160,009-78.1% | $68,486-48.9% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.6pp | 67.9%+16.7pp |
| Annual return | -22.36% | -9.65%-12.7pp | 408.85%-431.2pp | -7.85%-14.5pp |
| Employer contribution / active EE | $2,986 | $2,212+34.9% | $4,225-29.3% | $2,597+15.0% |
| Participant deferral / active EE | $7,814 | $4,212+85.5% | $6,183+26.4% | $4,028+94.0% |
| Admin fee / account holder | $359 | $4,798-92.5% | $8,715-95.9% | $5,404-93.4% |