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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 | $228,269 | $196,972+15.9% | $182,262+25.2% | $198,609+14.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -9.43% | 158.27%-167.7pp | 140.60%-150.0pp | 202.70%-212.1pp |
| Employer contribution / active EE | $5,000 | $5,364-6.8% | $5,046-0.9% | $5,055-1.1% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,513 | $18,429-91.8% | $16,712-90.9% | $19,030-92.1% |