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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 | $14,668 | $93,098-84.2% | $77,081-81.0% | $134,509-89.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.99% | 62.63%-86.6pp | 42.33%-66.3pp | 418.13%-442.1pp |
| Employer contribution / active EE | $2,598 | $3,419-24.0% | $2,813-7.7% | $4,741-45.2% |
| Participant deferral / active EE | $7,223 | $5,239+37.9% | $4,428+63.1% | $6,400+12.9% |
| Admin fee / account holder | $406 | $6,945-94.2% | $5,427-92.5% | $11,427-96.4% |