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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 | $96,308 | $180,459-46.6% | $154,108-37.5% | $135,380-28.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.97% | 888.21%-898.2pp | 735.21%-745.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,799 | $6,035-53.6% | $5,298-47.2% | $4,779-41.4% |
| Participant deferral / active EE | $4,425 | $5,806-23.8% | $5,081-12.9% | $5,609-21.1% |
| Admin fee / account holder | $9,363 | $16,145-42.0% | $13,411-30.2% | $10,828-13.5% |