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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 | $79,999 | $91,525-12.6% | $130,026-38.5% | $75,181+6.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 8.96% | -631.40%+640.4pp | -137.26%+146.2pp | 160.69%-151.7pp |
| Employer contribution / active EE | $2,388 | $2,844-16.0% | $4,321-44.7% | $2,671-10.6% |
| Participant deferral / active EE | $1,912 | $4,342-56.0% | $5,821-67.1% | $4,126-53.7% |
| Admin fee / account holder | $4,033 | $6,778-40.5% | $10,608-62.0% | $5,650-28.6% |