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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 | $131,309 | $142,409-7.8% | $119,634+9.8% | $134,545-2.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.12% | -12.46%-9.7pp | -14.98%-7.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $4,827 | $5,224-7.6% | $4,232+14.1% | $4,742+1.8% |
| Participant deferral / active EE | $7,237 | $6,468+11.9% | $5,601+29.2% | $6,401+13.1% |
| Admin fee / account holder | $921 | $13,594-93.2% | $10,329-91.1% | $11,431-91.9% |