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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 | $57,152 | $154,228-62.9% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -4.98% | 74.59%-79.6pp | 66.58%-71.6pp | 220.34%-225.3pp |
| Employer contribution / active EE | $9,129 | $4,804+90.0% | $4,554+100.4% | $4,156+119.7% |
| Participant deferral / active EE | $4,828 | $8,216-41.2% | $7,897-38.9% | $6,407-24.6% |
| Admin fee / account holder | $9,034 | $14,344-37.0% | $13,129-31.2% | $12,270-26.4% |