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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 | $18,037 | $133,981-86.5% | $112,249-83.9% | $134,532-86.6% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -27.18% | 47.16%-74.3pp | 27.48%-54.7pp | 418.27%-445.4pp |
| Employer contribution / active EE | $2,054 | $4,040-49.1% | $3,636-43.5% | $4,741-56.7% |
| Participant deferral / active EE | $6,019 | $5,292+13.7% | $4,729+27.3% | $6,401-6.0% |
| Admin fee / account holder | $431 | $7,492-94.3% | $6,412-93.3% | $11,429-96.2% |