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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 | $83,958 | $209,425-59.9% | $178,499-53.0% | $158,966-47.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | -2.73% | 188.80%-191.5pp | 151.10%-153.8pp | 302.95%-305.7pp |
| Employer contribution / active EE | $2,198 | $5,707-61.5% | $5,011-56.1% | $4,762-53.9% |
| Participant deferral / active EE | $5,219 | $5,955-12.4% | $5,202+0.3% | $5,983-12.8% |
| Admin fee / account holder | $912 | $17,078-94.7% | $13,986-93.5% | $11,250-91.9% |