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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 | $77,310 | $98,776-21.7% | $149,745-48.4% | $79,856-3.2% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | -4.79% | 27.38%-32.2pp | 276.72%-281.5pp | 31.71%-36.5pp |
| Employer contribution / active EE | $5,804 | $3,217+80.4% | $4,646+24.9% | $2,471+134.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,357 | $6,053-77.6% | $9,312-85.4% | $5,306-74.4% |