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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 | $85,863 | $138,102-37.8% | $125,381-31.5% | $134,532-36.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -22.58% | 750.73%-773.3pp | 572.31%-594.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,566 | $5,245-70.1% | $4,815-67.5% | $4,741-67.0% |
| Participant deferral / active EE | $2,968 | $7,801-61.9% | $7,448-60.1% | $6,401-53.6% |
| Admin fee / account holder | $995 | $11,568-91.4% | $10,007-90.1% | $11,429-91.3% |