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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 | $60,264 | $57,352+5.1% | $83,830-28.1% | $64,173-6.1% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -9.21% | 11.38%-20.6pp | 850.97%-860.2pp | 7.63%-16.8pp |
| Employer contribution / active EE | $9,665 | $2,546+279.7% | $3,631+166.2% | $2,381+305.9% |
| Participant deferral / active EE | $1,641 | $2,993-45.2% | $4,082-59.8% | $3,470-52.7% |
| Admin fee / account holder | $3,226 | $4,046-20.3% | $5,479-41.1% | $4,887-34.0% |