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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 | $13,791 | $75,962-81.8% | $154,111-91.1% | $64,173-78.5% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -13.70% | 30.32%-44.0pp | 735.18%-748.9pp | 7.63%-21.3pp |
| Employer contribution / active EE | $1,812 | $3,350-45.9% | $5,298-65.8% | $2,381-23.9% |
| Participant deferral / active EE | $3,824 | $3,175+20.5% | $5,081-24.7% | $3,470+10.2% |
| Admin fee / account holder | $314 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |