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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 | $230,544 | $82,674+178.9% | $125,381+83.9% | $68,486+236.6% |
| Participation rate | 94.4% | 75.1%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -20.51% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $8,694 | $3,382+157.1% | $4,815+80.6% | $2,597+234.8% |
| Participant deferral / active EE | $5,202 | $6,111-14.9% | $7,448-30.2% | $4,028+29.2% |
| Admin fee / account holder | $4,673 | $6,277-25.6% | $10,007-53.3% | $5,404-13.5% |