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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 | $37,492 | $152,597-75.4% | $117,533-68.1% | $134,532-72.1% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -22.13% | 53.04%-75.2pp | 29.77%-51.9pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,854 | $5,576-48.8% | $4,179-31.7% | $4,741-39.8% |
| Participant deferral / active EE | $5,196 | $4,821+7.8% | $4,072+27.6% | $6,401-18.8% |
| Admin fee / account holder | $337 | $7,007-95.2% | $5,647-94.0% | $11,429-97.1% |