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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 | $62,724 | $138,072-54.6% | $123,549-49.2% | $135,382-53.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.70% | 153.69%-166.4pp | 119.20%-131.9pp | 519.77%-532.5pp |
| Employer contribution / active EE | $2,260 | $5,152-56.1% | $4,628-51.2% | $4,779-52.7% |
| Participant deferral / active EE | $11,775 | $6,799+73.2% | $6,426+83.2% | $5,609+109.9% |
| Admin fee / account holder | $906 | $10,917-91.7% | $9,284-90.2% | $10,829-91.6% |