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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 | $36,113 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -6.29% | 74.59%-80.9pp | 66.58%-72.9pp | 220.34%-226.6pp |
| Employer contribution / active EE | $1,745 | $4,804-63.7% | $4,554-61.7% | $4,156-58.0% |
| Participant deferral / active EE | $7,877 | $8,216-4.1% | $7,897-0.3% | $6,407+22.9% |
| Admin fee / account holder | $1,212 | $14,344-91.6% | $13,129-90.8% | $12,270-90.1% |