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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 | $140,163 | $168,636-16.9% | $147,618-5.1% | $125,388+11.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.85% | 77.65%-83.5pp | 61.98%-67.8pp | 282.24%-288.1pp |
| Employer contribution / active EE | $7,802 | $6,252+24.8% | $5,565+40.2% | $4,866+60.3% |
| Participant deferral / active EE | $6,518 | $5,507+18.4% | $4,895+33.2% | $5,352+21.8% |
| Admin fee / account holder | $4,894 | $13,580-64.0% | $11,612-57.8% | $9,541-48.7% |