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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 | $115,217 | $133,981-14.0% | $112,249+2.6% | $134,532-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.43% | 47.16%-72.6pp | 27.48%-52.9pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,952 | $4,040-51.7% | $3,636-46.3% | $4,741-58.8% |
| Participant deferral / active EE | $17,333 | $5,292+227.5% | $4,729+266.5% | $6,401+170.8% |
| Admin fee / account holder | $3,453 | $7,492-53.9% | $6,412-46.2% | $11,429-69.8% |