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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 | $155,293 | $138,078+12.5% | $125,363+23.9% | $134,509+15.5% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -20.73% | 750.49%-771.2pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $3,735 | $5,245-28.8% | $4,815-22.4% | $4,741-21.2% |
| Participant deferral / active EE | $8,842 | $7,800+13.4% | $7,447+18.7% | $6,400+38.1% |
| Admin fee / account holder | $4,468 | $11,566-61.4% | $10,005-55.3% | $11,427-60.9% |