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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 | $241,437 | $127,386+89.5% | $115,037+109.9% | $125,388+92.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.98% | 31.28%-46.3pp | 26.14%-41.1pp | 282.24%-297.2pp |
| Employer contribution / active EE | $18,189 | $5,166+252.1% | $4,608+294.7% | $4,866+273.8% |
| Participant deferral / active EE | $12,000 | $6,423+86.8% | $6,026+99.1% | $5,352+124.2% |
| Admin fee / account holder | $753 | $9,516-92.1% | $8,175-90.8% | $9,541-92.1% |