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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 | $26,540 | $138,114-80.8% | $125,391-78.8% | $134,545-80.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -21.99% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,672 | $5,246-49.1% | $4,816-44.5% | $4,742-43.6% |
| Participant deferral / active EE | $8,736 | $7,801+12.0% | $7,448+17.3% | $6,401+36.5% |
| Admin fee / account holder | $2,315 | $11,570-80.0% | $10,009-76.9% | $11,431-79.8% |