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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 | $100,374 | $209,336-52.1% | $197,124-49.1% | $137,256-26.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -0.69% | 48.09%-48.8pp | 44.34%-45.0pp | 220.34%-221.0pp |
| Employer contribution / active EE | $3,270 | $6,591-50.4% | $6,227-47.5% | $4,156-21.3% |
| Participant deferral / active EE | $10,222 | $9,614+6.3% | $9,135+11.9% | $6,407+59.5% |
| Admin fee / account holder | $553 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |