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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 | $66,272 | $78,015-15.1% | $178,505-62.9% | $80,959-18.1% |
| Participation rate | 97.5% | 65.7%+31.8pp | 77.1%+20.4pp | 67.7%+29.8pp |
| Annual return | -9.77% | 18.10%-27.9pp | 27.16%-36.9pp | 35.67%-45.4pp |
| Employer contribution / active EE | $5,084 | $2,281+122.9% | $3,955+28.6% | $2,757+84.4% |
| Participant deferral / active EE | $8,334 | $4,406+89.2% | $6,280+32.7% | $4,300+93.8% |
| Admin fee / account holder | $4,567 | $7,160-36.2% | $10,428-56.2% | $6,925-34.1% |