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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 | $26,217 | $82,674-68.3% | $125,381-79.1% | $68,486-61.7% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -23.26% | -5.97%-17.3pp | 572.31%-595.6pp | -7.85%-15.4pp |
| Employer contribution / active EE | $2,838 | $3,382-16.1% | $4,815-41.1% | $2,597+9.3% |
| Participant deferral / active EE | $12,518 | $6,111+104.9% | $7,448+68.1% | $4,028+210.8% |
| Admin fee / account holder | $3,336 | $6,277-46.9% | $10,007-66.7% | $5,404-38.3% |