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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 | $116,585 | $82,032+42.1% | $123,106-5.3% | $59,633+95.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.51% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $8,710 | $3,297+164.2% | $5,151+69.1% | $2,203+295.4% |
| Participant deferral / active EE | $12,259 | $4,667+162.7% | $6,229+96.8% | $3,192+284.1% |
| Admin fee / account holder | $1,758 | $5,881-70.1% | $9,015-80.5% | $4,297-59.1% |