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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 | $28,253 | $138,076-79.5% | $123,553-77.1% | $135,380-79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.30% | 153.70%-166.0pp | 119.21%-131.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $5,862 | $5,152+13.8% | $4,628+26.7% | $4,779+22.7% |
| Participant deferral / active EE | $6,223 | $6,800-8.5% | $6,426-3.2% | $5,609+10.9% |
| Admin fee / account holder | $472 | $10,917-95.7% | $9,284-94.9% | $10,828-95.6% |