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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 | $44,749 | $138,075-67.6% | $123,552-63.8% | $135,379-66.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.40% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $5,333 | $5,152+3.5% | $4,628+15.2% | $4,779+11.6% |
| Participant deferral / active EE | $9,094 | $6,800+33.7% | $6,426+41.5% | $5,609+62.1% |
| Admin fee / account holder | $2,040 | $10,917-81.3% | $9,285-78.0% | $10,828-81.2% |