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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 | $56,037 | $121,656-53.9% | $104,614-46.4% | $158,950-64.7% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | -7.50% | 465.51%-473.0pp | 340.56%-348.1pp | 302.91%-310.4pp |
| Employer contribution / active EE | $2,748 | $3,164-13.2% | $2,681+2.5% | $4,762-42.3% |
| Participant deferral / active EE | $7,127 | $4,177+70.6% | $3,739+90.6% | $5,983+19.1% |
| Admin fee / account holder | $17,872 | $7,775+129.9% | $6,464+176.5% | $11,248+58.9% |