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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 | $110,410+2.5% | $102,437+10.5% | $145,897-22.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.51% | 24.85%-30.4pp | 24.95%-30.5pp | 552.29%-557.8pp |
| Employer contribution / active EE | $8,495 | $4,217+101.4% | $3,871+119.5% | $4,663+82.2% |
| Participant deferral / active EE | $9,595 | $5,622+70.7% | $5,060+89.6% | $6,689+43.4% |
| Admin fee / account holder | $12,568 | $9,745+29.0% | $8,388+49.8% | $13,390-6.1% |