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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 | $104,807 | $83,908+24.9% | $68,509+53.0% | $125,389-16.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.63% | 14.48%-18.1pp | 8.27%-11.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $4,716 | $3,031+55.6% | $2,278+107.1% | $4,866-3.1% |
| Participant deferral / active EE | $6,683 | $4,125+62.0% | $3,382+97.6% | $5,352+24.9% |
| Admin fee / account holder | $4,058 | $8,982-54.8% | $5,275-23.1% | $9,541-57.5% |