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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 | $40,375 | $58,587-31.1% | $83,322-51.5% | $64,173-37.1% |
| Participation rate | 88.0% | 72.0%+16.0pp | 77.8%+10.2pp | 69.6%+18.4pp |
| Annual return | -12.86% | 9.65%-22.5pp | 10.64%-23.5pp | 7.63%-20.5pp |
| Employer contribution / active EE | $9,033 | $2,098+330.5% | $3,379+167.3% | $2,381+279.4% |
| Participant deferral / active EE | $5,760 | $4,654+23.8% | $5,565+3.5% | $3,470+66.0% |
| Admin fee / account holder | $4,129 | $9,279-55.5% | $7,540-45.2% | $4,887-15.5% |