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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 | $213,796 | $181,896+17.5% | $156,551+36.6% | $273,972-22.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -7.19% | 30.74%-37.9pp | 32.23%-39.4pp | 41.46%-48.6pp |
| Employer contribution / active EE | $7,581 | $6,248+21.3% | $5,501+37.8% | $4,869+55.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,998 | $15,560-80.7% | $13,028-77.0% | $10,133-70.4% |