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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 | $151,139 | $196,972-23.3% | $182,262-17.1% | $198,609-23.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -21.70% | 158.27%-180.0pp | 140.60%-162.3pp | 202.70%-224.4pp |
| Employer contribution / active EE | $8,745 | $5,364+63.0% | $5,046+73.3% | $5,055+73.0% |
| Participant deferral / active EE | $13,852 | $8,643+60.3% | $8,276+67.4% | $6,977+98.5% |
| Admin fee / account holder | $22,392 | $18,429+21.5% | $16,712+34.0% | $19,030+17.7% |