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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 | $67,853 | $138,114-50.9% | $125,391-45.9% | $134,545-49.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -24.11% | 750.88%-775.0pp | 572.41%-596.5pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,075 | $5,246-60.4% | $4,816-56.9% | $4,742-56.2% |
| Participant deferral / active EE | $5,782 | $7,801-25.9% | $7,448-22.4% | $6,401-9.7% |
| Admin fee / account holder | $20,060 | $11,570+73.4% | $10,009+100.4% | $11,431+75.5% |