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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 | $167,876 | $99,032+69.5% | $80,022+109.8% | $135,380+24.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.12% | 15.39%-25.5pp | 11.22%-21.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $12,095 | $3,043+297.4% | $2,468+390.1% | $4,779+153.1% |
| Participant deferral / active EE | $8,385 | $4,282+95.8% | $3,686+127.5% | $5,609+49.5% |
| Admin fee / account holder | $1,906 | $10,436-81.7% | $6,521-70.8% | $10,828-82.4% |