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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 | $131,315 | $82,674+58.8% | $125,381+4.7% | $68,486+91.7% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -21.02% | -5.97%-15.1pp | 572.31%-593.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,034 | $3,382-39.9% | $4,815-57.8% | $2,597-21.7% |
| Participant deferral / active EE | $8,030 | $6,111+31.4% | $7,448+7.8% | $4,028+99.4% |
| Admin fee / account holder | $4,559 | $6,277-27.4% | $10,007-54.4% | $5,404-15.6% |