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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 | $84,124 | $111,814-24.8% | $103,378-18.6% | $145,978-42.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | -17.87% | 24.80%-42.7pp | 24.91%-42.8pp | 550.52%-568.4pp |
| Employer contribution / active EE | $1,689 | $4,215-59.9% | $3,870-56.4% | $4,662-63.8% |
| Participant deferral / active EE | $4,218 | $5,618-24.9% | $5,058-16.6% | $6,690-36.9% |
| Admin fee / account holder | $10,766 | $9,764+10.3% | $8,401+28.2% | $13,400-19.7% |