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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 | $186,773 | $201,259-7.2% | $184,200+1.4% | $145,959+28.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.47% | 28.98%-29.4pp | 28.80%-29.3pp | 561.95%-562.4pp |
| Employer contribution / active EE | $12,853 | $7,018+83.1% | $6,424+100.1% | $4,661+175.8% |
| Participant deferral / active EE | $12,000 | $9,806+22.4% | $9,132+31.4% | $6,689+79.4% |
| Admin fee / account holder | $3,918 | $16,372-76.1% | $13,907-71.8% | $13,398-70.8% |