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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 | $87,200 | $62,586+39.3% | $76,766+13.6% | $64,181+35.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -10.00% | -1.95%-8.1pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,424 | $1,832+32.3% | $2,485-2.5% | $2,381+1.8% |
| Participant deferral / active EE | $4,375 | $3,145+39.1% | $3,851+13.6% | $3,470+26.1% |
| Admin fee / account holder | $7,347 | $4,667+57.4% | $6,675+10.1% | $4,887+50.3% |