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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 | $111,007 | $95,895+15.8% | $79,576+39.5% | $134,509-17.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -32.86% | -2.72%-30.1pp | 0.15%-33.0pp | 418.13%-451.0pp |
| Employer contribution / active EE | $10,317 | $3,128+229.8% | $2,413+327.5% | $4,741+117.6% |
| Participant deferral / active EE | $5,678 | $4,693+21.0% | $3,985+42.5% | $6,400-11.3% |
| Admin fee / account holder | $1,111 | $9,129-87.8% | $6,834-83.7% | $11,427-90.3% |