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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 | $201,248 | $152,612+31.9% | $125,192+60.8% | $152,897+31.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -0.31% | 54.85%-55.2pp | 43.79%-44.1pp | 345.43%-345.7pp |
| Employer contribution / active EE | $5,063 | $4,947+2.3% | $3,866+30.9% | $4,764+6.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,540 | $13,437-51.3% | $9,704-32.6% | $11,599-43.6% |