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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 | $133,291 | $167,362-20.4% | $143,799-7.3% | $134,532-0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.53% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $18,865 | $5,620+235.7% | $4,952+281.0% | $4,741+297.9% |
| Participant deferral / active EE | $11,899 | $6,447+84.6% | $5,638+111.0% | $6,401+85.9% |
| Admin fee / account holder | $1,113 | $18,094-93.8% | $14,677-92.4% | $11,429-90.3% |