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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 | $128,441 | $82,674+55.4% | $125,363+2.5% | $68,495+87.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.15%-593.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $10,529 | $3,382+211.3% | $4,815+118.7% | $2,596+305.5% |
| Participant deferral / active EE | $10,165 | $6,111+66.3% | $7,447+36.5% | $4,028+152.4% |
| Admin fee / account holder | $2,479 | $6,276-60.5% | $10,005-75.2% | $5,403-54.1% |