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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 | $89,901 | $167,522-46.3% | $151,639-40.7% | $134,532-33.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.82% | 7.81%-31.6pp | 3.34%-27.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $7,193 | $6,828+5.3% | $6,165+16.7% | $4,741+51.7% |
| Participant deferral / active EE | $5,110 | $8,986-43.1% | $8,363-38.9% | $6,401-20.2% |
| Admin fee / account holder | $382 | $13,780-97.2% | $11,613-96.7% | $11,429-96.7% |