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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 | $23,787 | $142,361-83.3% | $119,608-80.1% | $134,509-82.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -25.65% | -12.46%-13.2pp | -14.98%-10.7pp | 418.13%-443.8pp |
| Employer contribution / active EE | $2,216 | $5,224-57.6% | $4,232-47.6% | $4,741-53.3% |
| Participant deferral / active EE | $5,309 | $6,468-17.9% | $5,601-5.2% | $6,400-17.0% |
| Admin fee / account holder | $990 | $13,588-92.7% | $10,326-90.4% | $11,427-91.3% |