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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 | $100,941 | $91,559+10.2% | $133,971-24.7% | $79,852+26.4% |
| Participation rate | 92.2% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.5pp |
| Annual return | -4.01% | 61.85%-65.9pp | 45.09%-49.1pp | 31.72%-35.7pp |
| Employer contribution / active EE | $4,456 | $2,384+86.9% | $3,919+13.7% | $2,471+80.3% |
| Participant deferral / active EE | $5,467 | $3,734+46.4% | $5,047+8.3% | $3,740+46.2% |
| Admin fee / account holder | $508 | $6,321-92.0% | $8,929-94.3% | $5,306-90.4% |