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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 | $73,283 | $82,674-11.4% | $125,363-41.5% | $68,495+7.0% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -21.82% | -5.97%-15.9pp | 572.15%-594.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $3,128 | $3,382-7.5% | $4,815-35.0% | $2,596+20.5% |
| Participant deferral / active EE | $10,833 | $6,111+77.3% | $7,447+45.5% | $4,028+169.0% |
| Admin fee / account holder | $1,965 | $6,276-68.7% | $10,005-80.4% | $5,403-63.6% |