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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 | $210,853 | $167,362+26.0% | $143,799+46.6% | $134,532+56.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.03% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $8,411 | $5,620+49.7% | $4,952+69.8% | $4,741+77.4% |
| Participant deferral / active EE | $19,911 | $6,447+208.8% | $5,638+253.1% | $6,401+211.1% |
| Admin fee / account holder | $2,354 | $18,094-87.0% | $14,677-84.0% | $11,429-79.4% |