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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 | $57,394 | $77,816-26.2% | $123,552-53.5% | $64,173-10.6% |
| Participation rate | 77.3% | 74.7%+2.6pp | 82.3%-5.0pp | 69.6%+7.7pp |
| Annual return | -8.93% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $6,947 | $3,014+130.5% | $4,628+50.1% | $2,381+191.8% |
| Participant deferral / active EE | $9,117 | $5,240+74.0% | $6,426+41.9% | $3,470+162.8% |
| Admin fee / account holder | $9,051 | $5,519+64.0% | $9,285-2.5% | $4,887+85.2% |