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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 | $163,966 | $82,678+98.3% | $125,391+30.8% | $68,490+139.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,521 | $3,382-25.5% | $4,816-47.7% | $2,597-2.9% |
| Participant deferral / active EE | $5,981 | $6,111-2.1% | $7,448-19.7% | $4,028+48.5% |
| Admin fee / account holder | $17,821 | $6,277+183.9% | $10,009+78.1% | $5,403+229.8% |