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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 | $25,692 | $138,075-81.4% | $123,552-79.2% | $135,379-81.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -10.48% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $3,130 | $5,152-39.2% | $4,628-32.4% | $4,779-34.5% |
| Participant deferral / active EE | $3,482 | $6,800-48.8% | $6,426-45.8% | $5,609-37.9% |
| Admin fee / account holder | $1,424 | $10,917-87.0% | $9,285-84.7% | $10,828-86.8% |