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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 | $53,602 | $64,719-17.2% | $112,249-52.2% | $68,486-21.7% |
| Participation rate | 89.3% | 67.2%+22.1pp | 75.1%+14.2pp | 67.9%+21.4pp |
| Annual return | -19.55% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,477 | $2,747-9.8% | $3,636-31.9% | $2,597-4.6% |
| Participant deferral / active EE | $6,535 | $3,565+83.3% | $4,729+38.2% | $4,028+62.3% |
| Admin fee / account holder | $1,661 | $5,232-68.3% | $6,412-74.1% | $5,404-69.3% |