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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 | $144,417 | $133,981+7.8% | $112,249+28.7% | $134,532+7.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -21.01% | 47.16%-68.2pp | 27.48%-48.5pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,153 | $4,040-71.5% | $3,636-68.3% | $4,741-75.7% |
| Participant deferral / active EE | $8,758 | $5,292+65.5% | $4,729+85.2% | $6,401+36.8% |
| Admin fee / account holder | $1,549 | $7,492-79.3% | $6,412-75.8% | $11,429-86.4% |