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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 | $26,669 | $82,678-67.7% | $125,391-78.7% | $68,490-61.1% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -26.92% | -5.97%-21.0pp | 572.41%-599.3pp | -7.85%-19.1pp |
| Employer contribution / active EE | $5,742 | $3,382+69.8% | $4,816+19.2% | $2,597+121.1% |
| Participant deferral / active EE | $12,498 | $6,111+104.5% | $7,448+67.8% | $4,028+210.3% |
| Admin fee / account holder | $2,915 | $6,277-53.6% | $10,009-70.9% | $5,403-46.1% |