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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 | $33,633 | $91,537-63.3% | $130,045-74.1% | $75,173-55.3% |
| Participation rate | 73.1% | 71.5%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 11.47% | -631.55%+643.0pp | -137.30%+148.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,099 | $2,845-61.4% | $4,321-74.6% | $2,671-58.8% |
| Participant deferral / active EE | $2,469 | $4,343-43.1% | $5,820-57.6% | $4,126-40.2% |
| Admin fee / account holder | $2,197 | $6,780-67.6% | $10,600-79.3% | $5,651-61.1% |