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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 | $231,480 | $175,259+32.1% | $149,723+54.6% | $139,487+66.0% |
| Participation rate | 70.8% | 83.4%-12.6pp | 78.8%-7.9pp | 80.3%-9.5pp |
| Annual return | -6.02% | 166.82%-172.8pp | 134.50%-140.5pp | 373.84%-379.9pp |
| Employer contribution / active EE | $7,677 | $5,478+40.1% | $4,821+59.2% | $4,755+61.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,264 | $16,158-73.6% | $13,215-67.7% | $11,407-62.6% |