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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 | $137,727 | $127,386+8.1% | $115,037+19.7% | $125,388+9.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.95% | 31.28%-39.2pp | 26.14%-34.1pp | 282.24%-290.2pp |
| Employer contribution / active EE | $7,627 | $5,166+47.6% | $4,608+65.5% | $4,866+56.7% |
| Participant deferral / active EE | $12,667 | $6,423+97.2% | $6,026+110.2% | $5,352+136.7% |
| Admin fee / account holder | $1,141 | $9,516-88.0% | $8,175-86.0% | $9,541-88.0% |