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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 | $74,528 | $181,896-59.0% | $156,551-52.4% | $273,972-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.02% | 30.74%-38.8pp | 32.23%-40.3pp | 41.46%-49.5pp |
| Employer contribution / active EE | $3,392 | $6,248-45.7% | $5,501-38.3% | $4,869-30.3% |
| Participant deferral / active EE | $7,300 | $5,550+31.5% | $4,871+49.9% | $5,287+38.1% |
| Admin fee / account holder | $1,285 | $15,560-91.7% | $13,028-90.1% | $10,133-87.3% |