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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 | $33,490 | $135,645-75.3% | $110,243-69.6% | $135,380-75.3% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -11.12% | 513.24%-524.4pp | 314.76%-325.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $4,690 | $4,907-4.4% | $3,827+22.6% | $4,779-1.9% |
| Participant deferral / active EE | $2,984 | $5,507-45.8% | $4,672-36.1% | $5,609-46.8% |
| Admin fee / account holder | $1,898 | $11,458-83.4% | $8,548-77.8% | $10,828-82.5% |