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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 | $89,992 | $167,352-46.2% | $143,788-37.4% | $134,509-33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $7,179 | $5,620+27.7% | $4,952+45.0% | $4,741+51.4% |
| Participant deferral / active EE | $4,850 | $6,447-24.8% | $5,638-14.0% | $6,400-24.2% |
| Admin fee / account holder | $2,019 | $18,091-88.8% | $14,675-86.2% | $11,427-82.3% |