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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 | $203,245 | $99,053+105.2% | $88,179+130.5% | $138,895+46.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | -0.33% | 78.17%-78.5pp | 64.97%-65.3pp | 145.39%-145.7pp |
| Employer contribution / active EE | $2,379 | $2,882-17.4% | $2,549-6.7% | $4,194-43.3% |
| Participant deferral / active EE | $3,259 | $5,225-37.6% | $4,614-29.4% | $6,396-49.1% |
| Admin fee / account holder | $566 | $8,748-93.5% | $7,673-92.6% | $12,562-95.5% |