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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 | $127,761 | $127,386+0.3% | $115,037+11.1% | $125,388+1.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.73% | 31.28%-40.0pp | 26.14%-34.9pp | 282.24%-291.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,048 | $6,423-37.0% | $6,026-32.8% | $5,352-24.4% |
| Admin fee / account holder | $3,080 | $9,516-67.6% | $8,175-62.3% | $9,541-67.7% |