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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 | $33,912 | $78,694-56.9% | $67,652-49.9% | $125,389-73.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -3.33% | 9.46%-12.8pp | 6625.40%-6628.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $976 | $3,044-67.9% | $2,266-56.9% | $4,866-79.9% |
| Participant deferral / active EE | $4,716 | $4,292+9.9% | $3,560+32.5% | $5,352-11.9% |
| Admin fee / account holder | $1,664 | $7,403-77.5% | $4,821-65.5% | $9,541-82.6% |