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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 | $143,762 | $211,946-32.2% | $169,452-15.2% | $135,380+6.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.91% | 3.26%-16.2pp | 1.83%-14.7pp | 519.81%-532.7pp |
| Employer contribution / active EE | $22,738 | $5,117+344.4% | $4,157+447.0% | $4,779+375.8% |
| Participant deferral / active EE | $15,834 | $6,075+160.6% | $5,277+200.1% | $5,609+182.3% |
| Admin fee / account holder | $872 | $11,472-92.4% | $9,110-90.4% | $10,828-91.9% |