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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 | $35,845 | $90,486-60.4% | $78,676-54.4% | $273,972-86.9% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | -0.07% | 75.62%-75.7pp | 62.19%-62.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,142 | $3,175-1.0% | $2,850+10.3% | $4,869-35.5% |
| Participant deferral / active EE | $5,295 | $3,901+35.7% | $3,517+50.6% | $5,287+0.1% |
| Admin fee / account holder | $342 | $5,263-93.5% | $4,510-92.4% | $10,133-96.6% |