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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 | $118,905 | $165,361-28.1% | $149,715-20.6% | $158,950-25.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -3.70% | 348.24%-351.9pp | 276.66%-280.4pp | 302.91%-306.6pp |
| Employer contribution / active EE | $1,762 | $5,103-65.5% | $4,645-62.1% | $4,762-63.0% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,842+42.5% | $5,983+63.0% |
| Admin fee / account holder | $7,997 | $10,808-26.0% | $9,310-14.1% | $11,248-28.9% |