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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 | $11,736 | $72,071-83.7% | $68,368-82.8% | $137,256-91.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | -5.60% | 353.14%-358.7pp | 292.57%-298.2pp | 220.34%-225.9pp |
| Employer contribution / active EE | $561 | $2,788-79.9% | $2,649-78.8% | $4,156-86.5% |
| Participant deferral / active EE | $4,469 | $4,410+1.3% | $4,123+8.4% | $6,407-30.2% |
| Admin fee / account holder | $2,258 | $5,336-57.7% | $5,150-56.1% | $12,270-81.6% |