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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 | $29,501 | $77,638-62.0% | $156,551-81.2% | $62,881-53.1% |
| Participation rate | 93.0% | 71.2%+21.8pp | 84.0%+9.0pp | 69.3%+23.7pp |
| Annual return | -1.61% | 50.33%-51.9pp | 32.23%-33.8pp | 20.14%-21.8pp |
| Employer contribution / active EE | $1,826 | $3,444-47.0% | $5,501-66.8% | $2,281-19.9% |
| Participant deferral / active EE | $3,742 | $3,046+22.9% | $4,871-23.2% | $3,203+16.8% |
| Admin fee / account holder | $905 | $5,561-83.7% | $13,028-93.0% | $4,296-78.9% |