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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 | $151,665 | $81,457+86.2% | $103,378+46.7% | $80,911+87.4% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | -5.04% | 25.58%-30.6pp | 24.91%-30.0pp | 35.63%-40.7pp |
| Employer contribution / active EE | $17,553 | $3,107+464.9% | $3,870+353.5% | $2,756+536.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,289 | $6,717-65.9% | $8,401-72.7% | $6,935-67.0% |