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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 | $109,609 | $72,404+51.4% | $110,243-0.6% | $64,173+70.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.6pp |
| Annual return | -10.19% | -6.29%-3.9pp | 314.76%-324.9pp | 7.63%-17.8pp |
| Employer contribution / active EE | $7,715 | $2,282+238.1% | $3,827+101.6% | $2,381+224.0% |
| Participant deferral / active EE | $6,504 | $3,469+87.5% | $4,672+39.2% | $3,470+87.4% |
| Admin fee / account holder | $388 | $5,664-93.2% | $8,548-95.5% | $4,887-92.1% |