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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 | $208,344 | $127,387+63.6% | $115,038+81.1% | $125,389+66.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -5.18% | 31.28%-36.5pp | 26.14%-31.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $18,091 | $5,166+250.2% | $4,608+292.6% | $4,866+271.8% |
| Participant deferral / active EE | $9,290 | $6,423+44.6% | $6,026+54.2% | $5,352+73.6% |
| Admin fee / account holder | $1,909 | $9,516-79.9% | $8,175-76.7% | $9,541-80.0% |