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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 | $166,447 | $106,864+55.8% | $147,318+13.0% | $82,637+101.4% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | -18.35% | 27.49%-45.8pp | 70.43%-88.8pp | 53.51%-71.9pp |
| Employer contribution / active EE | $6,995 | $3,417+104.7% | $4,593+52.3% | $2,552+174.1% |
| Participant deferral / active EE | $10,376 | $6,496+59.7% | $7,906+31.2% | $4,126+151.5% |
| Admin fee / account holder | $5,803 | $8,415-31.0% | $13,708-57.7% | $7,339-20.9% |