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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 | $91,501 | $197,637-53.7% | $177,848-48.6% | $158,982-42.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | -1.77% | 58.77%-60.5pp | 48.33%-50.1pp | 302.99%-304.8pp |
| Employer contribution / active EE | $2,037 | $6,698-69.6% | $5,919-65.6% | $4,763-57.2% |
| Participant deferral / active EE | $13,746 | $8,405+63.5% | $7,714+78.2% | $5,983+129.7% |
| Admin fee / account holder | $16,495 | $15,406+7.1% | $12,431+32.7% | $11,252+46.6% |