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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 | $135,357 | $82,674+63.7% | $125,381+8.0% | $68,486+97.6% |
| Participation rate | 81.8% | 75.1%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,846 | $3,382-45.4% | $4,815-61.7% | $2,597-28.9% |
| Participant deferral / active EE | $8,087 | $6,111+32.3% | $7,448+8.6% | $4,028+100.8% |
| Admin fee / account holder | $506 | $6,277-91.9% | $10,007-94.9% | $5,404-90.6% |