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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 | $56,517 | $183,539-69.2% | $155,556-63.7% | $145,897-61.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | -16.16% | 61.31%-77.5pp | 64.84%-81.0pp | 552.29%-568.4pp |
| Employer contribution / active EE | $3,930 | $5,315-26.1% | $4,675-15.9% | $4,663-15.7% |
| Participant deferral / active EE | $9,429 | $6,467+45.8% | $5,631+67.4% | $6,689+41.0% |
| Admin fee / account holder | $872 | $19,275-95.5% | $15,885-94.5% | $13,390-93.5% |