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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 | $100,586 | $152,619-34.1% | $125,195-19.7% | $152,909-34.2% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | -1.02% | 54.85%-55.9pp | 43.79%-44.8pp | 345.46%-346.5pp |
| Employer contribution / active EE | $1,381 | $4,947-72.1% | $3,866-64.3% | $4,764-71.0% |
| Participant deferral / active EE | $4,144 | $5,869-29.4% | $4,937-16.1% | $5,851-29.2% |
| Admin fee / account holder | $1,313 | $13,437-90.2% | $9,704-86.5% | $11,601-88.7% |