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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 | $70,569 | $112,933-37.5% | $90,970-22.4% | $158,982-55.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.7pp |
| Annual return | -0.42% | 215.82%-216.2pp | 134.60%-135.0pp | 302.99%-303.4pp |
| Employer contribution / active EE | $1,704 | $2,893-41.1% | $2,122-19.7% | $4,763-64.2% |
| Participant deferral / active EE | $5,108 | $4,128+23.7% | $3,373+51.4% | $5,983-14.6% |
| Admin fee / account holder | $3,195 | $8,047-60.3% | $5,961-46.4% | $11,252-71.6% |