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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 | $143,884 | $162,821-11.6% | $133,978+7.4% | $158,982-9.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.95% | 41.95%-43.9pp | 45.10%-47.0pp | 302.99%-304.9pp |
| Employer contribution / active EE | $5,727 | $4,976+15.1% | $3,919+46.1% | $4,763+20.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,247 | $11,742-89.4% | $8,930-86.0% | $11,252-88.9% |