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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 | $141,715 | $71,872+97.2% | $86,691+63.5% | $68,495+106.9% |
| Participation rate | 70.7% | 72.2%-1.5pp | 76.6%-5.9pp | 67.9%+2.8pp |
| Annual return | -20.97% | 3.53%-24.5pp | 35.94%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,000 | $2,173-7.9% | $2,837-29.5% | $2,596-23.0% |
| Participant deferral / active EE | $6,585 | $3,779+74.3% | $4,656+41.4% | $4,028+63.5% |
| Admin fee / account holder | $8,281 | $6,112+35.5% | $7,492+10.5% | $5,403+53.3% |