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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 | $21,967 | $82,674-73.4% | $125,363-82.5% | $68,495-67.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -20.45% | -5.97%-14.5pp | 572.15%-592.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,962 | $3,382+17.2% | $4,815-17.7% | $2,596+52.6% |
| Participant deferral / active EE | $7,687 | $6,111+25.8% | $7,447+3.2% | $4,028+90.9% |
| Admin fee / account holder | $1,627 | $6,276-74.1% | $10,005-83.7% | $5,403-69.9% |