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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 | $139,234 | $112,300+24.0% | $90,223+54.3% | $125,389+11.0% |
| Participation rate | 86.7% | 82.9%+3.8pp | 79.0%+7.6pp | 83.2%+3.5pp |
| Annual return | -5.23% | -0.57%-4.7pp | 1.31%-6.5pp | 282.24%-287.5pp |
| Employer contribution / active EE | $12,531 | $5,181+141.9% | $4,378+186.2% | $4,866+157.5% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,331 | $10,990-51.5% | $7,406-28.0% | $9,541-44.1% |