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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 | $93,817 | $92,743+1.2% | $82,744+13.4% | $134,532-30.3% |
| Participation rate | 77.3% | 75.2%+2.1pp | 72.6%+4.7pp | 81.2%-4.0pp |
| Annual return | -25.67% | 946.63%-972.3pp | 702.22%-727.9pp | 418.27%-443.9pp |
| Employer contribution / active EE | $1,407 | $3,273-57.0% | $3,008-53.2% | $4,741-70.3% |
| Participant deferral / active EE | $5,907 | $4,802+23.0% | $4,395+34.4% | $6,401-7.7% |
| Admin fee / account holder | $415 | $5,977-93.1% | $5,325-92.2% | $11,429-96.4% |