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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 | $102,785 | $87,546+17.4% | $75,784+35.6% | $125,389-18.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.08% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.3pp |
| Employer contribution / active EE | $13,429 | $3,930+241.7% | $3,323+304.1% | $4,866+176.0% |
| Participant deferral / active EE | $10,500 | $4,230+148.3% | $3,652+187.5% | $5,352+96.2% |
| Admin fee / account holder | $2,535 | $6,503-61.0% | $5,300-52.2% | $9,541-73.4% |