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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 | $52,330 | $43,730+19.7% | $121,220-56.8% | $64,173-18.5% |
| Participation rate | 93.9% | 58.3%+35.6pp | 71.8%+22.2pp | 69.6%+24.4pp |
| Annual return | -9.73% | 68.94%-78.7pp | 16.94%-26.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $8,414 | $1,297+548.8% | $4,023+109.2% | $2,381+253.4% |
| Participant deferral / active EE | $1,682 | $2,281-26.2% | $3,345-49.7% | $3,470-51.5% |
| Admin fee / account holder | $837 | $3,502-76.1% | $5,021-83.3% | $4,887-82.9% |