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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 | $206,471 | $167,504+23.3% | $151,628+36.2% | $134,509+53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.68% | 7.81%-42.5pp | 3.34%-38.0pp | 418.13%-452.8pp |
| Employer contribution / active EE | $4,297 | $6,828-37.1% | $6,165-30.3% | $4,741-9.4% |
| Participant deferral / active EE | $11,856 | $8,985+32.0% | $8,363+41.8% | $6,400+85.2% |
| Admin fee / account holder | $1,412 | $13,779-89.8% | $11,613-87.8% | $11,427-87.6% |