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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 | $111,814+1.3% | $103,374+9.5% | $145,959-22.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.51% | 24.77%-30.3pp | 24.89%-30.4pp | 561.95%-567.5pp |
| Employer contribution / active EE | $8,495 | $4,214+101.6% | $3,869+119.5% | $4,661+82.3% |
| Participant deferral / active EE | $9,595 | $5,618+70.8% | $5,058+89.7% | $6,689+43.4% |
| Admin fee / account holder | $12,568 | $9,754+28.8% | $8,394+49.7% | $13,398-6.2% |