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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 | $8,238 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -13.02% | 353.14%-366.2pp | 292.57%-305.6pp | 220.34%-233.4pp |
| Employer contribution / active EE | $2,005 | $2,788-28.1% | $2,649-24.3% | $4,156-51.8% |
| Participant deferral / active EE | $5,058 | $4,410+14.7% | $4,123+22.7% | $6,407-21.0% |
| Admin fee / account holder | $3,692 | $5,336-30.8% | $5,150-28.3% | $12,270-69.9% |