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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 | $102,114 | $82,674+23.5% | $125,381-18.6% | $68,486+49.1% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $3,966 | $3,382+17.3% | $4,815-17.6% | $2,597+52.7% |
| Participant deferral / active EE | $9,549 | $6,111+56.3% | $7,448+28.2% | $4,028+137.1% |
| Admin fee / account holder | $436 | $6,277-93.0% | $10,007-95.6% | $5,404-91.9% |