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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 | $100,777 | $54,370+85.4% | $82,763+21.8% | $68,490+47.1% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.3pp | 67.9%+23.0pp |
| Annual return | -20.19% | -13.67%-6.5pp | 702.45%-722.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,516 | $2,219+103.5% | $3,008+50.1% | $2,597+73.9% |
| Participant deferral / active EE | $9,794 | $3,247+201.6% | $4,395+122.8% | $4,028+143.2% |
| Admin fee / account holder | $2,871 | $4,398-34.7% | $5,325-46.1% | $5,403-46.9% |