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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 | $91,525-63.3% | $130,026-74.1% | $75,181-55.3% |
| Participation rate | 73.1% | 71.4%+1.6pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 11.47% | -631.40%+642.9pp | -137.26%+148.7pp | 160.69%-149.2pp |
| Employer contribution / active EE | $1,099 | $2,844-61.4% | $4,321-74.6% | $2,671-58.8% |
| Participant deferral / active EE | $2,469 | $4,342-43.1% | $5,821-57.6% | $4,126-40.2% |
| Admin fee / account holder | $2,197 | $6,778-67.6% | $10,608-79.3% | $5,650-61.1% |