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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 | $67,981 | $138,102-50.8% | $125,381-45.8% | $134,532-49.5% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -26.15% | 750.73%-776.9pp | 572.31%-598.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,836 | $5,245-65.0% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $6,233 | $7,801-20.1% | $7,448-16.3% | $6,401-2.6% |
| Admin fee / account holder | $363 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |