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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 | $66,902 | $138,076-51.5% | $123,553-45.9% | $135,380-50.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.16% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,199 | $5,152-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $9,680 | $6,800+42.4% | $6,426+50.6% | $5,609+72.6% |
| Admin fee / account holder | $921 | $10,917-91.6% | $9,284-90.1% | $10,828-91.5% |