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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 | $75,779 | $72,404+4.7% | $110,243-31.3% | $64,173+18.1% |
| Participation rate | 78.5% | 73.3%+5.1pp | 79.8%-1.4pp | 69.6%+8.9pp |
| Annual return | -8.93% | -6.29%-2.6pp | 314.76%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $821 | $2,282-64.0% | $3,827-78.5% | $2,381-65.5% |
| Participant deferral / active EE | $5,065 | $3,469+46.0% | $4,672+8.4% | $3,470+46.0% |
| Admin fee / account holder | $2,377 | $5,664-58.0% | $8,548-72.2% | $4,887-51.4% |