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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 | $121,999 | $100,792+21.0% | $86,691+40.7% | $134,509-9.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.42% | 29.08%-55.5pp | 35.94%-62.4pp | 418.13%-444.6pp |
| Employer contribution / active EE | $3,344 | $3,491-4.2% | $2,837+17.9% | $4,741-29.5% |
| Participant deferral / active EE | $7,210 | $5,339+35.0% | $4,656+54.8% | $6,400+12.6% |
| Admin fee / account holder | $2,376 | $10,924-78.3% | $7,492-68.3% | $11,427-79.2% |