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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 | $34,387 | $105,867-67.5% | $90,760-62.1% | $134,532-74.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -29.43% | -10.99%-18.4pp | -12.16%-17.3pp | 418.27%-447.7pp |
| Employer contribution / active EE | $6,280 | $3,464+81.3% | $2,922+114.9% | $4,741+32.5% |
| Participant deferral / active EE | $13,773 | $5,217+164.0% | $4,565+201.7% | $6,401+115.2% |
| Admin fee / account holder | $1,010 | $13,936-92.8% | $8,444-88.0% | $11,429-91.2% |