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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 | $80,370 | $88,707-9.4% | $74,184+8.3% | $273,972-70.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -6.25% | 11.94%-18.2pp | 17.74%-24.0pp | 41.46%-47.7pp |
| Employer contribution / active EE | $21,772 | $3,159+589.1% | $2,370+818.6% | $4,869+347.2% |
| Participant deferral / active EE | $1,896 | $4,212-55.0% | $3,550-46.6% | $5,287-64.1% |
| Admin fee / account holder | $1,112 | $8,717-87.2% | $5,586-80.1% | $10,133-89.0% |