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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 | $150,071 | $106,280+41.2% | $96,538+55.5% | $139,487+7.6% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | -13.50% | 38.48%-52.0pp | 35.74%-49.2pp | 373.84%-387.3pp |
| Employer contribution / active EE | $5,111 | $4,107+24.4% | $3,740+36.6% | $4,755+7.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,357 | $7,888-6.7% | $6,737+9.2% | $11,407-35.5% |