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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 | $30,722 | $138,102-77.8% | $125,381-75.5% | $134,532-77.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -24.62% | 750.73%-775.3pp | 572.31%-596.9pp | 418.27%-442.9pp |
| Employer contribution / active EE | $1,922 | $5,245-63.4% | $4,815-60.1% | $4,741-59.5% |
| Participant deferral / active EE | $9,636 | $7,801+23.5% | $7,448+29.4% | $6,401+50.5% |
| Admin fee / account holder | $4,911 | $11,568-57.5% | $10,007-50.9% | $11,429-57.0% |