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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 | $60,849 | $138,102-55.9% | $125,381-51.5% | $134,532-54.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -23.02% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $2,840 | $5,245-45.9% | $4,815-41.0% | $4,741-40.1% |
| Participant deferral / active EE | $8,850 | $7,801+13.5% | $7,448+18.8% | $6,401+38.3% |
| Admin fee / account holder | $1,412 | $11,568-87.8% | $10,007-85.9% | $11,429-87.6% |