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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 | $19,702 | $138,078-85.7% | $125,363-84.3% | $134,509-85.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.94% | 750.49%-774.4pp | 572.15%-596.1pp | 418.13%-442.1pp |
| Employer contribution / active EE | $2,149 | $5,245-59.0% | $4,815-55.4% | $4,741-54.7% |
| Participant deferral / active EE | $5,106 | $7,800-34.5% | $7,447-31.4% | $6,400-20.2% |
| Admin fee / account holder | $511 | $11,566-95.6% | $10,005-94.9% | $11,427-95.5% |