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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 | $151,139 | $162,136-6.8% | $152,301-0.8% | $154,746-2.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -21.70% | 91.02%-112.7pp | 80.50%-102.2pp | 172.34%-194.0pp |
| Employer contribution / active EE | $8,745 | $4,890+78.8% | $4,624+89.1% | $4,379+99.7% |
| Participant deferral / active EE | $13,852 | $8,341+66.1% | $8,004+73.1% | $6,730+105.8% |
| Admin fee / account holder | $22,392 | $15,759+42.1% | $14,398+55.5% | $14,365+55.9% |