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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 | $14,945 | $93,098-83.9% | $77,081-80.6% | $134,509-88.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.01% | 62.63%-89.6pp | 42.33%-69.3pp | 418.13%-445.1pp |
| Employer contribution / active EE | $2,264 | $3,419-33.8% | $2,813-19.5% | $4,741-52.2% |
| Participant deferral / active EE | $7,043 | $5,239+34.4% | $4,428+59.1% | $6,400+10.0% |
| Admin fee / account holder | $2,642 | $6,945-62.0% | $5,427-51.3% | $11,427-76.9% |