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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 | $149,950 | $162,812-7.9% | $133,971+11.9% | $158,966-5.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.72% | 41.94%-40.2pp | 45.09%-43.4pp | 302.95%-301.2pp |
| Employer contribution / active EE | $10,040 | $4,976+101.8% | $3,919+156.2% | $4,762+110.8% |
| Participant deferral / active EE | $15,167 | $5,910+156.6% | $5,047+200.5% | $5,983+153.5% |
| Admin fee / account holder | $4,563 | $11,741-61.1% | $8,929-48.9% | $11,250-59.4% |