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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 | $236,566 | $93,098+154.1% | $77,081+206.9% | $134,509+75.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.92% | 62.63%-84.6pp | 42.33%-64.2pp | 418.13%-440.1pp |
| Employer contribution / active EE | $1,449 | $3,419-57.6% | $2,813-48.5% | $4,741-69.4% |
| Participant deferral / active EE | $2,214 | $5,239-57.7% | $4,428-50.0% | $6,400-65.4% |
| Admin fee / account holder | $6,484 | $6,945-6.6% | $5,427+19.5% | $11,427-43.3% |