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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 | $46,049 | $90,486-49.1% | $78,676-41.5% | $273,972-83.2% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | -0.32% | 75.62%-75.9pp | 62.19%-62.5pp | 41.46%-41.8pp |
| Employer contribution / active EE | $4,994 | $3,175+57.3% | $2,850+75.2% | $4,869+2.6% |
| Participant deferral / active EE | $2,958 | $3,901-24.2% | $3,517-15.9% | $5,287-44.1% |
| Admin fee / account holder | $647 | $5,263-87.7% | $4,510-85.6% | $10,133-93.6% |