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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 | $140,415 | $127,387+10.2% | $115,038+22.1% | $125,389+12.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.87% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $7,657 | $5,166+48.2% | $4,608+66.2% | $4,866+57.3% |
| Participant deferral / active EE | $12,417 | $6,423+93.3% | $6,026+106.0% | $5,352+132.0% |
| Admin fee / account holder | $925 | $9,516-90.3% | $8,175-88.7% | $9,541-90.3% |