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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 | $93,431 | $54,357+71.9% | $82,706+13.0% | $68,495+36.4% |
| Participation rate | 89.7% | 63.9%+25.8pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -19.94% | -13.67%-6.3pp | 701.76%-721.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $4,236 | $2,218+91.0% | $3,007+40.9% | $2,596+63.1% |
| Participant deferral / active EE | $6,806 | $3,246+109.6% | $4,394+54.9% | $4,028+69.0% |
| Admin fee / account holder | $3,577 | $4,396-18.6% | $5,329-32.9% | $5,403-33.8% |