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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 | $33,197 | $168,635-80.3% | $147,617-77.5% | $125,389-73.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.00% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $6,818 | $6,252+9.0% | $5,564+22.5% | $4,866+40.1% |
| Participant deferral / active EE | $5,126 | $5,507-6.9% | $4,895+4.7% | $5,352-4.2% |
| Admin fee / account holder | $422 | $13,580-96.9% | $11,612-96.4% | $9,541-95.6% |