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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 | $59,867 | $138,078-56.6% | $125,363-52.2% | $134,509-55.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -22.43% | 750.49%-772.9pp | 572.15%-594.6pp | 418.13%-440.6pp |
| Employer contribution / active EE | $1,763 | $5,245-66.4% | $4,815-63.4% | $4,741-62.8% |
| Participant deferral / active EE | $6,257 | $7,800-19.8% | $7,447-16.0% | $6,400-2.2% |
| Admin fee / account holder | $468 | $11,566-96.0% | $10,005-95.3% | $11,427-95.9% |