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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 | $168,209 | $176,105-4.5% | $159,474+5.5% | $167,536+0.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -4.27% | 331.91%-336.2pp | 263.68%-268.0pp | 478.82%-483.1pp |
| Employer contribution / active EE | $2,914 | $5,299-45.0% | $4,831-39.7% | $4,839-39.8% |
| Participant deferral / active EE | $8,774 | $7,751+13.2% | $7,353+19.3% | $6,342+38.3% |
| Admin fee / account holder | $639 | $12,559-94.9% | $10,802-94.1% | $12,315-94.8% |