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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 | $138,316 | $117,846+17.4% | $102,434+35.0% | $145,884-5.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -11.00% | 31.90%-42.9pp | 29.46%-40.5pp | 551.85%-562.9pp |
| Employer contribution / active EE | $21,600 | $3,615+497.6% | $3,023+614.5% | $4,662+363.3% |
| Participant deferral / active EE | $21,600 | $5,733+276.7% | $5,055+327.3% | $6,690+222.9% |
| Admin fee / account holder | $23,642 | $13,356+77.0% | $9,462+149.9% | $13,392+76.5% |