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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 | $96,588 | $127,387-24.2% | $115,038-16.0% | $125,389-23.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.18% | 31.28%-35.5pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $7,500 | $5,166+45.2% | $4,608+62.8% | $4,866+54.1% |
| Participant deferral / active EE | $6,187 | $6,423-3.7% | $6,026+2.7% | $5,352+15.6% |
| Admin fee / account holder | $585 | $9,516-93.9% | $8,175-92.8% | $9,541-93.9% |