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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 | $9,961 | $70,366-85.8% | $66,674-85.1% | $138,895-92.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | -22.20% | 386.41%-408.6pp | 321.24%-343.4pp | 145.39%-167.6pp |
| Employer contribution / active EE | $575 | $2,765-79.2% | $2,620-78.1% | $4,194-86.3% |
| Participant deferral / active EE | $3,047 | $4,374-30.3% | $4,084-25.4% | $6,396-52.4% |
| Admin fee / account holder | $4,016 | $5,262-23.7% | $5,098-21.2% | $12,562-68.0% |