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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 | $128,508 | $109,411+17.5% | $89,435+43.7% | $158,982-19.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -7.78% | 345.68%-353.5pp | 245.55%-253.3pp | 302.99%-310.8pp |
| Employer contribution / active EE | $1,531 | $3,173-51.7% | $2,587-40.8% | $4,763-67.9% |
| Participant deferral / active EE | $4,966 | $4,600+8.0% | $3,890+27.6% | $5,983-17.0% |
| Admin fee / account holder | $3,072 | $6,159-50.1% | $4,884-37.1% | $11,252-72.7% |