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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 | $182,992 | $154,209+18.7% | $130,062+40.7% | $139,487+31.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -6.14% | 32.52%-38.7pp | -137.37%+131.2pp | 373.84%-380.0pp |
| Employer contribution / active EE | $10,387 | $5,292+96.3% | $4,322+140.3% | $4,755+118.5% |
| Participant deferral / active EE | $12,883 | $6,709+92.0% | $5,821+121.3% | $6,713+91.9% |
| Admin fee / account holder | $5,507 | $13,988-60.6% | $10,601-48.0% | $11,407-51.7% |