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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 | $60,743 | $140,592-56.8% | $123,105-50.7% | $125,389-51.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.47% | 16.80%-21.3pp | 13.22%-17.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $16,907 | $6,041+179.9% | $5,151+228.2% | $4,866+247.5% |
| Participant deferral / active EE | $10,543 | $6,980+51.0% | $6,229+69.2% | $5,352+97.0% |
| Admin fee / account holder | $560 | $11,198-95.0% | $9,014-93.8% | $9,541-94.1% |