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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 | $40,370 | $154,228-73.8% | $145,433-72.2% | $137,256-70.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -12.26% | 74.59%-86.8pp | 66.58%-78.8pp | 220.34%-232.6pp |
| Employer contribution / active EE | $4,728 | $4,804-1.6% | $4,554+3.8% | $4,156+13.8% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $3,615 | $14,344-74.8% | $13,129-72.5% | $12,270-70.5% |