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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 | $151,658 | $181,062-16.2% | $158,223-4.1% | $155,188-2.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -5.31% | 57.39%-62.7pp | 52.09%-57.4pp | 148.84%-154.1pp |
| Employer contribution / active EE | $7,583 | $4,565+66.1% | $4,109+84.5% | $4,248+78.5% |
| Participant deferral / active EE | $8,439 | $6,134+37.6% | $5,467+54.4% | $6,531+29.2% |
| Admin fee / account holder | $1,494 | $18,825-92.1% | $16,047-90.7% | $14,480-89.7% |