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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 | $156,398-3.4% | $147,318+2.6% | $138,895+8.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -21.70% | 78.75%-100.5pp | 70.43%-92.1pp | 145.39%-167.1pp |
| Employer contribution / active EE | $8,745 | $4,853+80.2% | $4,593+90.4% | $4,194+108.5% |
| Participant deferral / active EE | $13,852 | $8,237+68.2% | $7,906+75.2% | $6,396+116.6% |
| Admin fee / account holder | $22,392 | $14,976+49.5% | $13,708+63.4% | $12,562+78.2% |