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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 | $40,235 | $168,635-76.1% | $147,617-72.7% | $125,389-67.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.08% | 77.65%-86.7pp | 61.98%-71.1pp | 282.24%-291.3pp |
| Employer contribution / active EE | $7,714 | $6,252+23.4% | $5,564+38.6% | $4,866+58.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,133 | $13,580-91.7% | $11,612-90.2% | $9,541-88.1% |