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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 | $13,108 | $93,098-85.9% | $77,081-83.0% | $134,509-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.14% | 62.63%-89.8pp | 42.33%-69.5pp | 418.13%-445.3pp |
| Employer contribution / active EE | $2,214 | $3,419-35.2% | $2,813-21.3% | $4,741-53.3% |
| Participant deferral / active EE | $7,055 | $5,239+34.6% | $4,428+59.3% | $6,400+10.2% |
| Admin fee / account holder | $2,530 | $6,945-63.6% | $5,427-53.4% | $11,427-77.9% |