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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 | $33,937 | $127,387-73.4% | $115,038-70.5% | $125,389-72.9% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -9.11% | 31.28%-40.4pp | 26.14%-35.3pp | 282.24%-291.4pp |
| Employer contribution / active EE | $2,251 | $5,166-56.4% | $4,608-51.2% | $4,866-53.7% |
| Participant deferral / active EE | $6,020 | $6,423-6.3% | $6,026-0.1% | $5,352+12.5% |
| Admin fee / account holder | $928 | $9,516-90.2% | $8,175-88.6% | $9,541-90.3% |