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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 | $145,559 | $110,307+32.0% | $96,576+50.7% | $139,456+4.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -4.32% | 26.40%-30.7pp | 25.87%-30.2pp | 373.45%-377.8pp |
| Employer contribution / active EE | $14,706 | $3,619+306.3% | $2,965+396.0% | $4,753+209.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,323 | $11,597-45.5% | $8,253-23.4% | $11,407-44.6% |