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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 | $54,117 | $197,819-72.6% | $155,789-65.3% | $125,389-56.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 76.1%+5.2pp | 83.2%-1.9pp |
| Annual return | -9.35% | 86.73%-96.1pp | 71.54%-80.9pp | 282.24%-291.6pp |
| Employer contribution / active EE | $2,233 | $4,850-54.0% | $3,839-41.8% | $4,866-54.1% |
| Participant deferral / active EE | $4,197 | $5,631-25.5% | $4,798-12.5% | $5,352-21.6% |
| Admin fee / account holder | $1,740 | $9,544-81.8% | $7,477-76.7% | $9,541-81.8% |