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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 | $76,149 | $71,878+5.9% | $86,698-12.2% | $68,486+11.2% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -19.81% | 3.53%-23.3pp | 35.95%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $6,334 | $2,173+191.5% | $2,837+123.3% | $2,597+143.9% |
| Participant deferral / active EE | $7,882 | $3,779+108.6% | $4,656+69.3% | $4,028+95.7% |
| Admin fee / account holder | $3,307 | $6,113-45.9% | $7,493-55.9% | $5,404-38.8% |