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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 | $62,097 | $95,664-35.1% | $76,902-19.3% | $139,487-55.5% |
| Participation rate | 94.1% | 74.0%+20.1pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | -6.92% | 55.03%-62.0pp | 37.91%-44.8pp | 373.84%-380.8pp |
| Employer contribution / active EE | $1,353 | $3,147-57.0% | $2,534-46.6% | $4,755-71.5% |
| Participant deferral / active EE | $5,044 | $4,626+9.0% | $3,833+31.6% | $6,713-24.9% |
| Admin fee / account holder | $742 | $8,311-91.1% | $5,479-86.5% | $11,407-93.5% |