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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 | $144,549 | $109,908+31.5% | $97,161+48.8% | $145,978-1.0% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | -2.54% | 243.80%-246.3pp | 75.36%-77.9pp | 550.52%-553.1pp |
| Employer contribution / active EE | $2,293 | $3,077-25.5% | $2,723-15.8% | $4,662-50.8% |
| Participant deferral / active EE | $6,177 | $4,679+32.0% | $4,265+44.8% | $6,690-7.7% |
| Admin fee / account holder | $5,075 | $6,213-18.3% | $5,647-10.1% | $13,400-62.1% |