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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 | $82,719 | $65,704+25.9% | $94,229-12.2% | $59,633+38.7% |
| Participation rate | 75.5% | 72.1%+3.4pp | 78.8%-3.3pp | 68.7%+6.8pp |
| Annual return | -3.21% | 5.22%-8.4pp | 10.68%-13.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,018 | $2,021-0.1% | $3,587-43.7% | $2,203-8.4% |
| Participant deferral / active EE | $4,061 | $3,143+29.2% | $4,320-6.0% | $3,192+27.2% |
| Admin fee / account holder | $744 | $4,265-82.6% | $6,269-88.1% | $4,297-82.7% |