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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 | $121,423 | $134,001-9.4% | $112,258+8.2% | $134,509-9.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -27.49% | 47.15%-74.6pp | 27.47%-55.0pp | 418.13%-445.6pp |
| Employer contribution / active EE | $1,776 | $4,039-56.0% | $3,636-51.1% | $4,741-62.5% |
| Participant deferral / active EE | $4,284 | $5,291-19.0% | $4,728-9.4% | $6,400-33.1% |
| Admin fee / account holder | $5,562 | $7,491-25.8% | $6,411-13.3% | $11,427-51.3% |