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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 | $117,390 | $100,792+16.5% | $86,691+35.4% | $134,509-12.7% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -20.49% | 29.08%-49.6pp | 35.94%-56.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,375 | $3,491-3.3% | $2,837+19.0% | $4,741-28.8% |
| Participant deferral / active EE | $11,474 | $5,339+114.9% | $4,656+146.4% | $6,400+79.3% |
| Admin fee / account holder | $2,818 | $10,924-74.2% | $7,492-62.4% | $11,427-75.3% |