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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 | $94,125 | $86,949+8.3% | $102,460-8.1% | $80,959+16.3% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.7%+26.4pp |
| Annual return | -21.97% | 18.89%-40.9pp | 29.47%-51.4pp | 35.67%-57.6pp |
| Employer contribution / active EE | $15,503 | $2,370+554.2% | $3,025+412.5% | $2,757+462.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,696 | $8,048+8.1% | $9,460-8.1% | $6,925+25.6% |