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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 | $169,492 | $112,935+50.1% | $90,970+86.3% | $158,966+6.6% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 0.36% | 215.79%-215.4pp | 134.58%-134.2pp | 302.95%-302.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,916 | $4,129+67.5% | $3,373+105.0% | $5,983+15.6% |
| Admin fee / account holder | $1,097 | $8,045-86.4% | $5,960-81.6% | $11,250-90.2% |