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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 | $138,489 | $127,387+8.7% | $115,038+20.4% | $125,389+10.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.70% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $4,050 | $5,166-21.6% | $4,608-12.1% | $4,866-16.8% |
| Participant deferral / active EE | $9,313 | $6,423+45.0% | $6,026+54.5% | $5,352+74.0% |
| Admin fee / account holder | $1,012 | $9,516-89.4% | $8,175-87.6% | $9,541-89.4% |