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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 | $138,175 | $100,792+37.1% | $86,691+59.4% | $134,509+2.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.99% | 29.08%-53.1pp | 35.94%-59.9pp | 418.13%-442.1pp |
| Employer contribution / active EE | $2,849 | $3,491-18.4% | $2,837+0.4% | $4,741-39.9% |
| Participant deferral / active EE | $5,079 | $5,339-4.9% | $4,656+9.1% | $6,400-20.6% |
| Admin fee / account holder | $1,529 | $10,924-86.0% | $7,492-79.6% | $11,427-86.6% |