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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 | $44,880 | $138,102-67.5% | $125,381-64.2% | $134,532-66.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -23.47% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,602 | $5,245-69.5% | $4,815-66.7% | $4,741-66.2% |
| Participant deferral / active EE | $3,594 | $7,801-53.9% | $7,448-51.7% | $6,401-43.8% |
| Admin fee / account holder | $2,016 | $11,568-82.6% | $10,007-79.9% | $11,429-82.4% |