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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 | $180,780 | $71,878+151.5% | $86,698+108.5% | $68,486+164.0% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.7pp | 67.9%+25.4pp |
| Annual return | -20.65% | 3.53%-24.2pp | 35.95%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,733 | $3,779-1.2% | $4,656-19.8% | $4,028-7.3% |
| Admin fee / account holder | $1,878 | $6,113-69.3% | $7,493-74.9% | $5,404-65.3% |