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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 | $154,058 | $167,353-7.9% | $143,797+7.1% | $134,545+14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.40% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $9,797 | $5,620+74.3% | $4,952+97.8% | $4,742+106.6% |
| Participant deferral / active EE | $3,797 | $6,447-41.1% | $5,638-32.7% | $6,401-40.7% |
| Admin fee / account holder | $490 | $18,096-97.3% | $14,679-96.7% | $11,431-95.7% |