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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 | $167,990 | $167,533+0.3% | $151,645+10.8% | $134,545+24.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.55% | 7.81%-29.4pp | 3.34%-24.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,530 | $6,828-63.0% | $6,165-59.0% | $4,742-46.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $661 | $13,781-95.2% | $11,614-94.3% | $11,431-94.2% |