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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 | $93,466 | $82,674+13.1% | $125,381-25.5% | $68,486+36.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -19.77% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,127 | $3,382-37.1% | $4,815-55.8% | $2,597-18.1% |
| Participant deferral / active EE | $5,784 | $6,111-5.4% | $7,448-22.3% | $4,028+43.6% |
| Admin fee / account holder | $15,792 | $6,277+151.6% | $10,007+57.8% | $5,404+192.2% |