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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 | $12,716 | $93,098-86.3% | $77,081-83.5% | $134,509-90.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -67.55% | 62.63%-130.2pp | 42.33%-109.9pp | 418.13%-485.7pp |
| Employer contribution / active EE | $1,028 | $3,419-69.9% | $2,813-63.5% | $4,741-78.3% |
| Participant deferral / active EE | $8,824 | $5,239+68.4% | $4,428+99.3% | $6,400+37.9% |
| Admin fee / account holder | $3,850 | $6,945-44.6% | $5,427-29.1% | $11,427-66.3% |