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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 | $220,628 | $138,075+59.8% | $123,552+78.6% | $135,379+63.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -12.41% | 153.70%-166.1pp | 119.20%-131.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,513 | $5,152-70.6% | $4,628-67.3% | $4,779-68.3% |
| Participant deferral / active EE | $8,489 | $6,800+24.9% | $6,426+32.1% | $5,609+51.4% |
| Admin fee / account holder | $3,019 | $10,917-72.3% | $9,285-67.5% | $10,828-72.1% |