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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 | $91,662 | $82,674+10.9% | $125,381-26.9% | $68,486+33.8% |
| Participation rate | 86.2% | 75.1%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -19.82% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,786 | $3,382+12.0% | $4,815-21.4% | $2,597+45.8% |
| Participant deferral / active EE | $7,331 | $6,111+20.0% | $7,448-1.6% | $4,028+82.0% |
| Admin fee / account holder | $1,020 | $6,277-83.8% | $10,007-89.8% | $5,404-81.1% |