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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 | $237,661 | $138,312+71.8% | $122,979+93.3% | $155,188+53.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | -1.84% | 22.06%-23.9pp | 20.12%-22.0pp | 148.84%-150.7pp |
| Employer contribution / active EE | $5,000 | $3,530+41.6% | $3,062+63.3% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,272 | $15,089-45.2% | $12,864-35.7% | $14,480-42.9% |