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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 | $151,818 | $162,812-6.8% | $133,971+13.3% | $158,966-4.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.31% | 41.94%-50.3pp | 45.09%-53.4pp | 302.95%-311.3pp |
| Employer contribution / active EE | $7,430 | $4,976+49.3% | $3,919+89.6% | $4,762+56.0% |
| Participant deferral / active EE | $13,031 | $5,910+120.5% | $5,047+158.2% | $5,983+117.8% |
| Admin fee / account holder | $1,129 | $11,741-90.4% | $8,929-87.4% | $11,250-90.0% |