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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 | $22,420 | $142,392-84.3% | $119,622-81.3% | $134,532-83.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -20.74% | -12.46%-8.3pp | -14.98%-5.8pp | 418.27%-439.0pp |
| Employer contribution / active EE | $3,042 | $5,224-41.8% | $4,232-28.1% | $4,741-35.8% |
| Participant deferral / active EE | $8,054 | $6,467+24.5% | $5,601+43.8% | $6,401+25.8% |
| Admin fee / account holder | $712 | $13,593-94.8% | $10,328-93.1% | $11,429-93.8% |