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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 | $17,414 | $68,996-74.8% | $159,991-89.1% | $68,495-74.6% |
| Participation rate | 79.5% | 65.4%+14.1pp | 78.0%+1.5pp | 67.9%+11.6pp |
| Annual return | -19.61% | -9.65%-10.0pp | 408.82%-428.4pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,682 | $2,212+66.4% | $4,225-12.9% | $2,596+41.8% |
| Participant deferral / active EE | $6,474 | $4,211+53.7% | $6,183+4.7% | $4,028+60.7% |
| Admin fee / account holder | $3,808 | $4,797-20.6% | $8,715-56.3% | $5,403-29.5% |