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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 | $66,008 | $59,107+11.7% | $86,439-23.6% | $68,495-3.6% |
| Participation rate | 76.4% | 75.2%+1.1pp | 80.3%-3.9pp | 67.9%+8.5pp |
| Annual return | -19.97% | -0.23%-19.7pp | 4395.55%-4415.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,985 | $2,519+58.2% | $3,769+5.7% | $2,596+53.5% |
| Participant deferral / active EE | $3,164 | $5,901-46.4% | $6,952-54.5% | $4,028-21.5% |
| Admin fee / account holder | $4,072 | $5,637-27.8% | $6,732-39.5% | $5,403-24.6% |