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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 | $33,833 | $106,905-68.4% | $84,020-59.7% | $152,885-77.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | -1.27% | 105.00%-106.3pp | 71.31%-72.6pp | 345.39%-346.7pp |
| Employer contribution / active EE | $853 | $2,735-68.8% | $1,984-57.0% | $4,763-82.1% |
| Participant deferral / active EE | $1,138 | $4,012-71.6% | $3,239-64.9% | $5,851-80.5% |
| Admin fee / account holder | $628 | $8,287-92.4% | $6,101-89.7% | $11,598-94.6% |