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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 | $154,858 | $190,879-18.9% | $160,009-3.2% | $134,532+15.1% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.0%+14.3pp | 81.2%+11.1pp |
| Annual return | -32.40% | 552.63%-585.0pp | 408.85%-441.2pp | 418.27%-450.7pp |
| Employer contribution / active EE | $2,934 | $4,995-41.3% | $4,225-30.6% | $4,741-38.1% |
| Participant deferral / active EE | $4,259 | $6,924-38.5% | $6,183-31.1% | $6,401-33.5% |
| Admin fee / account holder | $432 | $10,495-95.9% | $8,715-95.0% | $11,429-96.2% |