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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 | $218,889 | $88,672+146.9% | $105,223+108.0% | $82,448+165.5% |
| Participation rate | 95.5% | 67.9%+27.6pp | 75.0%+20.5pp | 68.1%+27.5pp |
| Annual return | -2.02% | 30.86%-32.9pp | 180.65%-182.7pp | 41.64%-43.7pp |
| Employer contribution / active EE | $16,567 | $3,048+443.5% | $3,689+349.1% | $2,551+549.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,574 | $7,146-22.0% | $8,859-37.1% | $7,234-22.9% |