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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 | $36,150 | $62,589-42.2% | $76,768-52.9% | $64,173-43.7% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -11.88% | -1.95%-9.9pp | 2.43%-14.3pp | 7.63%-19.5pp |
| Employer contribution / active EE | $4,660 | $1,832+154.3% | $2,485+87.5% | $2,381+95.7% |
| Participant deferral / active EE | $5,951 | $3,145+89.2% | $3,852+54.5% | $3,470+71.5% |
| Admin fee / account holder | $588 | $4,667-87.4% | $6,675-91.2% | $4,887-88.0% |