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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 | $154,862 | $142,361+8.8% | $119,608+29.5% | $134,509+15.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.51% | -12.46%-16.0pp | -14.98%-13.5pp | 418.13%-446.6pp |
| Employer contribution / active EE | $7,819 | $5,224+49.7% | $4,232+84.7% | $4,741+64.9% |
| Participant deferral / active EE | $6,400 | $6,468-1.1% | $5,601+14.3% | $6,4000% |
| Admin fee / account holder | $1,309 | $13,588-90.4% | $10,326-87.3% | $11,427-88.5% |