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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 | $75,155 | $67,396+11.5% | $60,919+23.4% | $134,545-44.1% |
| Participation rate | 79.2% | 76.2%+3.0pp | 73.1%+6.1pp | 81.2%-2.1pp |
| Annual return | -30.55% | 50.12%-80.7pp | 16.96%-47.5pp | 418.37%-448.9pp |
| Employer contribution / active EE | $952 | $3,101-69.3% | $2,704-64.8% | $4,742-79.9% |
| Participant deferral / active EE | $1,903 | $4,534-58.0% | $3,814-50.1% | $6,401-70.3% |
| Admin fee / account holder | $36,101 | $4,590+686.5% | $3,228+1018.5% | $11,431+215.8% |