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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 | $71,125 | $86,949-18.2% | $102,460-30.6% | $80,959-12.1% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.0pp | 67.7%+25.9pp |
| Annual return | -20.75% | 18.89%-39.6pp | 29.47%-50.2pp | 35.67%-56.4pp |
| Employer contribution / active EE | $7,448 | $2,370+214.3% | $3,025+146.2% | $2,757+170.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,896 | $8,048-76.4% | $9,460-80.0% | $6,925-72.6% |