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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 | $20,645 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | -2.05% | 69.37%-71.4pp | 62.79%-64.8pp | 220.34%-222.4pp |
| Employer contribution / active EE | $2,590 | $4,636-44.1% | $4,154-37.7% | $4,156-37.7% |
| Participant deferral / active EE | $2,860 | $6,166-53.6% | $5,453-47.6% | $6,407-55.4% |
| Admin fee / account holder | $622 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |