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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 | $25,987 | $108,922-76.1% | $100,398-74.1% | $145,978-82.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -2.50% | 58.04%-60.5pp | 49.32%-51.8pp | 550.52%-553.0pp |
| Employer contribution / active EE | $4,043 | $4,426-8.6% | $3,946+2.5% | $4,662-13.3% |
| Participant deferral / active EE | $6,792 | $8,450-19.6% | $8,084-16.0% | $6,690+1.5% |
| Admin fee / account holder | $517 | $9,680-94.7% | $7,893-93.4% | $13,400-96.1% |