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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 | $53,428 | $82,674-35.4% | $125,381-57.4% | $68,486-22.0% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -22.60% | -5.97%-16.6pp | 572.31%-594.9pp | -7.85%-14.7pp |
| Employer contribution / active EE | $4,257 | $3,382+25.9% | $4,815-11.6% | $2,597+63.9% |
| Participant deferral / active EE | $8,178 | $6,111+33.8% | $7,448+9.8% | $4,028+103.1% |
| Admin fee / account holder | $1,618 | $6,277-74.2% | $10,007-83.8% | $5,404-70.1% |