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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 | $113,802 | $77,460+46.9% | $100,378+13.4% | $80,925+40.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | -4.51% | 37.24%-41.7pp | 49.41%-53.9pp | 35.65%-40.2pp |
| Employer contribution / active EE | $8,920 | $2,801+218.4% | $3,942+126.3% | $2,756+223.6% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,470 | $5,887-24.1% | $7,899-43.4% | $6,940-35.6% |