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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 | $42,067 | $138,072-69.5% | $123,549-66.0% | $135,382-68.9% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -12.10% | 153.69%-165.8pp | 119.20%-131.3pp | 519.77%-531.9pp |
| Employer contribution / active EE | $2,380 | $5,152-53.8% | $4,628-48.6% | $4,779-50.2% |
| Participant deferral / active EE | $10,667 | $6,799+56.9% | $6,426+66.0% | $5,609+90.2% |
| Admin fee / account holder | $7,912 | $10,917-27.5% | $9,284-14.8% | $10,829-26.9% |