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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 | $152,587 | $114,013+33.8% | $103,693+47.2% | $155,188-1.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | -5.38% | 49.31%-54.7pp | 47.61%-53.0pp | 148.84%-154.2pp |
| Employer contribution / active EE | $5,055 | $3,131+61.4% | $2,920+73.1% | $4,248+19.0% |
| Participant deferral / active EE | $14,574 | $4,970+193.3% | $4,579+218.3% | $6,531+123.1% |
| Admin fee / account holder | $832 | $8,407-90.1% | $7,858-89.4% | $14,480-94.3% |