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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 | $3,726 | $72,071-94.8% | $68,368-94.5% | $137,256-97.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | -6.25% | 353.14%-359.4pp | 292.57%-298.8pp | 220.34%-226.6pp |
| Employer contribution / active EE | $427 | $2,788-84.7% | $2,649-83.9% | $4,156-89.7% |
| Participant deferral / active EE | $1,577 | $4,410-64.2% | $4,123-61.7% | $6,407-75.4% |
| Admin fee / account holder | $894 | $5,336-83.3% | $5,150-82.6% | $12,270-92.7% |