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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 | $113,216 | $110,337+2.6% | $102,383+10.6% | $145,877-22.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.51% | 24.83%-30.3pp | 24.94%-30.4pp | 551.28%-556.8pp |
| Employer contribution / active EE | $8,495 | $4,216+101.5% | $3,870+119.5% | $4,663+82.2% |
| Participant deferral / active EE | $9,595 | $5,621+70.7% | $5,060+89.6% | $6,691+43.4% |
| Admin fee / account holder | $12,568 | $9,750+28.9% | $8,391+49.8% | $13,402-6.2% |