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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 | $40,664 | $127,387-68.1% | $115,038-64.7% | $125,389-67.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.23% | 31.28%-35.5pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $5,043 | $5,166-2.4% | $4,608+9.4% | $4,866+3.6% |
| Participant deferral / active EE | $6,750 | $6,423+5.1% | $6,026+12.0% | $5,352+26.1% |
| Admin fee / account holder | $2,550 | $9,516-73.2% | $8,175-68.8% | $9,541-73.3% |