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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 | $214,230 | $138,078+55.2% | $125,363+70.9% | $134,509+59.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.71% | 750.49%-772.2pp | 572.15%-593.9pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,846 | $5,245-45.7% | $4,815-40.9% | $4,741-40.0% |
| Participant deferral / active EE | $9,987 | $7,800+28.0% | $7,447+34.1% | $6,400+56.0% |
| Admin fee / account holder | $3,529 | $11,566-69.5% | $10,005-64.7% | $11,427-69.1% |