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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 | $67,538 | $75,935-11.1% | $60,547+11.5% | $125,389-46.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | -5.84% | -5.38%-0.5pp | 335.64%-341.5pp | 282.24%-288.1pp |
| Employer contribution / active EE | $2,022 | $3,438-41.2% | $2,419-16.4% | $4,866-58.5% |
| Participant deferral / active EE | $3,853 | $4,506-14.5% | $3,328+15.8% | $5,352-28.0% |
| Admin fee / account holder | $1,909 | $6,768-71.8% | $4,536-57.9% | $9,541-80.0% |