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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 | $110,039+31.4% | $97,260+48.6% | $145,884-0.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | -2.54% | 244.44%-247.0pp | 75.54%-78.1pp | 551.85%-554.4pp |
| Employer contribution / active EE | $2,293 | $3,074-25.4% | $2,721-15.7% | $4,662-50.8% |
| Participant deferral / active EE | $6,177 | $4,674+32.2% | $4,262+45.0% | $6,690-7.7% |
| Admin fee / account holder | $5,075 | $6,204-18.2% | $5,640-10.0% | $13,392-62.1% |