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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 | $95,879 | $100,938-5.0% | $90,461+6.0% | $158,982-39.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -0.82% | 1727.20%-1728.0pp | 1294.76%-1295.6pp | 302.99%-303.8pp |
| Employer contribution / active EE | $1,678 | $3,691-54.6% | $3,264-48.6% | $4,763-64.8% |
| Participant deferral / active EE | $6,263 | $4,350+44.0% | $3,964+58.0% | $5,983+4.7% |
| Admin fee / account holder | $1,092 | $6,510-83.2% | $5,617-80.6% | $11,252-90.3% |