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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 | $55,850 | $82,674-32.4% | $125,363-55.4% | $68,495-18.5% |
| Participation rate | 75.6% | 75.0%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -19.99% | -5.97%-14.0pp | 572.15%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,052 | $3,382+49.4% | $4,815+4.9% | $2,596+94.6% |
| Participant deferral / active EE | $9,980 | $6,111+63.3% | $7,447+34.0% | $4,028+147.8% |
| Admin fee / account holder | $17,105 | $6,276+172.5% | $10,005+71.0% | $5,403+216.6% |