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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 | $148,275 | $167,504-11.5% | $151,628-2.2% | $134,509+10.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -24.88% | 7.81%-32.7pp | 3.34%-28.2pp | 418.13%-443.0pp |
| Employer contribution / active EE | $34,422 | $6,828+404.1% | $6,165+458.3% | $4,741+626.1% |
| Participant deferral / active EE | $25,795 | $8,985+187.1% | $8,363+208.4% | $6,400+303.0% |
| Admin fee / account holder | $466 | $13,779-96.6% | $11,613-96.0% | $11,427-95.9% |