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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 | $129,525 | $209,336-38.1% | $197,124-34.3% | $137,256-5.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -4.04% | 48.09%-52.1pp | 44.34%-48.4pp | 220.34%-224.4pp |
| Employer contribution / active EE | $3,317 | $6,591-49.7% | $6,227-46.7% | $4,156-20.2% |
| Participant deferral / active EE | $13,267 | $9,614+38.0% | $9,135+45.2% | $6,407+107.1% |
| Admin fee / account holder | $479 | $17,308-97.2% | $16,298-97.1% | $12,270-96.1% |