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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 | $86,919+8.3% | $102,457-8.1% | $80,911+16.3% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | -21.97% | 18.90%-40.9pp | 29.41%-51.4pp | 35.63%-57.6pp |
| Employer contribution / active EE | $15,503 | $2,368+554.6% | $3,022+413.0% | $2,756+462.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,696 | $8,049+8.0% | $9,451-8.0% | $6,935+25.4% |