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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 | $53,068 | $49,177+7.9% | $79,467-33.2% | $64,173-17.3% |
| Participation rate | 86.4% | 65.0%+21.3pp | 73.3%+13.0pp | 69.6%+16.8pp |
| Annual return | -8.25% | -1.16%-7.1pp | 718.30%-726.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,398 | $2,076+15.5% | $2,800-14.4% | $2,381+0.7% |
| Participant deferral / active EE | $5,095 | $2,821+80.6% | $3,704+37.6% | $3,470+46.8% |
| Admin fee / account holder | $2,574 | $3,839-33.0% | $5,104-49.6% | $4,887-47.3% |