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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 | $138,296 | $82,678+67.3% | $125,391+10.3% | $68,490+101.9% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -23.24% | -5.97%-17.3pp | 572.41%-595.7pp | -7.85%-15.4pp |
| Employer contribution / active EE | $5,272 | $3,382+55.9% | $4,816+9.5% | $2,597+103.0% |
| Participant deferral / active EE | $5,015 | $6,111-17.9% | $7,448-32.7% | $4,028+24.5% |
| Admin fee / account holder | $448 | $6,277-92.9% | $10,009-95.5% | $5,403-91.7% |