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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 | $21,592 | $82,674-73.9% | $125,381-82.8% | $68,486-68.5% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -23.55% | -5.97%-17.6pp | 572.31%-595.9pp | -7.85%-15.7pp |
| Employer contribution / active EE | $5,052 | $3,382+49.4% | $4,815+4.9% | $2,597+94.6% |
| Participant deferral / active EE | $12,746 | $6,111+108.6% | $7,448+71.1% | $4,028+216.5% |
| Admin fee / account holder | $1,279 | $6,277-79.6% | $10,007-87.2% | $5,404-76.3% |