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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 | $41,677 | $180,462-76.9% | $154,111-73.0% | $135,379-69.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.96% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $3,574 | $6,036-40.8% | $5,298-32.5% | $4,779-25.2% |
| Participant deferral / active EE | $3,826 | $5,806-34.1% | $5,081-24.7% | $5,609-31.8% |
| Admin fee / account holder | $4,995 | $16,145-69.1% | $13,411-62.8% | $10,828-53.9% |