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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 | $92,115 | $149,778-38.5% | $118,946-22.6% | $158,966-42.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -4.09% | 19.95%-24.0pp | 35.89%-40.0pp | 302.95%-307.0pp |
| Employer contribution / active EE | $5,788 | $4,117+40.6% | $3,263+77.4% | $4,762+21.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,948 | $8,604-7.6% | $6,581+20.8% | $11,250-29.4% |