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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 | $92,308 | $138,076-33.1% | $123,553-25.3% | $135,380-31.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.69% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $5,312 | $5,152+3.1% | $4,628+14.8% | $4,779+11.2% |
| Participant deferral / active EE | $8,124 | $6,800+19.5% | $6,426+26.4% | $5,609+44.8% |
| Admin fee / account holder | $997 | $10,917-90.9% | $9,284-89.3% | $10,828-90.8% |