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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 | $154,778 | $82,674+87.2% | $125,381+23.4% | $68,486+126.0% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -19.87% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,781 | $3,382+11.8% | $4,815-21.5% | $2,597+45.6% |
| Participant deferral / active EE | $9,080 | $6,111+48.6% | $7,448+21.9% | $4,028+125.5% |
| Admin fee / account holder | $5,522 | $6,277-12.0% | $10,007-44.8% | $5,404+2.2% |