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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 | $125,550 | $140,592-10.7% | $123,105+2.0% | $125,389+0.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.64% | 16.80%-20.4pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,891 | $6,041-68.7% | $5,151-63.3% | $4,866-61.1% |
| Participant deferral / active EE | $14,665 | $6,980+110.1% | $6,229+135.4% | $5,352+174.0% |
| Admin fee / account holder | $449 | $11,198-96.0% | $9,014-95.0% | $9,541-95.3% |