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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 | $27,714 | $82,674-66.5% | $125,363-77.9% | $68,495-59.5% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -21.38% | -5.97%-15.4pp | 572.15%-593.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $3,688 | $3,382+9.1% | $4,815-23.4% | $2,596+42.0% |
| Participant deferral / active EE | $7,989 | $6,111+30.7% | $7,447+7.3% | $4,028+98.4% |
| Admin fee / account holder | $1,099 | $6,276-82.5% | $10,005-89.0% | $5,403-79.7% |