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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 | $58,779 | $138,102-57.4% | $125,381-53.1% | $134,532-56.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.32% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,903 | $5,245-63.7% | $4,815-60.5% | $4,741-59.9% |
| Participant deferral / active EE | $8,611 | $7,801+10.4% | $7,448+15.6% | $6,401+34.5% |
| Admin fee / account holder | $441 | $11,568-96.2% | $10,007-95.6% | $11,429-96.1% |