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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 | $156,771 | $153,774+1.9% | $133,979+17.0% | $273,970-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -11.84% | 36.51%-48.4pp | 29.30%-41.1pp | 41.46%-53.3pp |
| Employer contribution / active EE | $11,930 | $6,029+97.9% | $5,211+128.9% | $4,869+145.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,045 | $11,765-74.1% | $9,324-67.3% | $10,132-69.9% |