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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 | $118,590 | $91,537+29.6% | $130,045-8.8% | $75,173+57.8% |
| Participation rate | 84.6% | 71.5%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 3.63% | -631.55%+635.2pp | -137.30%+140.9pp | 160.72%-157.1pp |
| Employer contribution / active EE | $2,541 | $2,845-10.7% | $4,321-41.2% | $2,671-4.9% |
| Participant deferral / active EE | $6,088 | $4,343+40.2% | $5,820+4.6% | $4,126+47.5% |
| Admin fee / account holder | $2,746 | $6,780-59.5% | $10,600-74.1% | $5,651-51.4% |