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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 | $171,559 | $167,362+2.5% | $143,799+19.3% | $134,532+27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.94% | 0.47%-24.4pp | -0.04%-23.9pp | 418.27%-442.2pp |
| Employer contribution / active EE | $22,775 | $5,620+305.2% | $4,952+359.9% | $4,741+380.4% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $526 | $18,094-97.1% | $14,677-96.4% | $11,429-95.4% |