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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 | $32,933 | $180,459-81.8% | $154,108-78.6% | $135,380-75.7% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -9.93% | 888.21%-898.1pp | 735.21%-745.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $1,464 | $6,035-75.7% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $5,126 | $5,806-11.7% | $5,081+0.9% | $5,609-8.6% |
| Admin fee / account holder | $998 | $16,145-93.8% | $13,411-92.6% | $10,828-90.8% |