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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 | $72,742 | $71,878+1.2% | $86,698-16.1% | $68,486+6.2% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -18.95% | 3.53%-22.5pp | 35.95%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,385 | $2,173+9.7% | $2,837-15.9% | $2,597-8.2% |
| Participant deferral / active EE | $5,657 | $3,779+49.7% | $4,656+21.5% | $4,028+40.5% |
| Admin fee / account holder | $4,805 | $6,113-21.4% | $7,493-35.9% | $5,404-11.1% |