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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 | $63,749 | $138,075-53.8% | $123,552-48.4% | $135,379-52.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.66% | 153.70%-163.4pp | 119.20%-128.9pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,047 | $5,152-60.3% | $4,628-55.8% | $4,779-57.2% |
| Participant deferral / active EE | $7,727 | $6,800+13.6% | $6,426+20.3% | $5,609+37.8% |
| Admin fee / account holder | $3,468 | $10,917-68.2% | $9,285-62.7% | $10,828-68.0% |