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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 | $191,243 | $185,856+2.9% | $170,028+12.5% | $139,456+37.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | -3.38% | 60.52%-63.9pp | 53.39%-56.8pp | 373.45%-376.8pp |
| Employer contribution / active EE | $3,184 | $7,593-58.1% | $6,788-53.1% | $4,753-33.0% |
| Participant deferral / active EE | $10,887 | $11,623-6.3% | $10,409+4.6% | $6,711+62.2% |
| Admin fee / account holder | $300 | $15,387-98.0% | $12,820-97.7% | $11,407-97.4% |