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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 | $120,075 | $45,872+161.8% | $77,096+55.7% | $68,486+75.3% |
| Participation rate | 71.9% | 55.9%+16.0pp | 67.9%+4.0pp | 67.9%+4.0pp |
| Annual return | -21.03% | 1.73%-22.8pp | 42.35%-63.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,032 | $2,963+69.8% | $4,429+13.6% | $4,028+24.9% |
| Admin fee / account holder | $3,144 | $3,041+3.4% | $5,428-42.1% | $5,404-41.8% |