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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 | $74,137 | $65,364+13.4% | $92,909-20.2% | $72,975+1.6% |
| Participation rate | 71.2% | 68.3%+2.9pp | 76.0%-4.8pp | 69.5%+1.7pp |
| Annual return | -13.31% | 42.11%-55.4pp | 109.44%-122.7pp | 81.01%-94.3pp |
| Employer contribution / active EE | $1,255 | $2,594-51.6% | $3,653-65.6% | $2,440-48.6% |
| Participant deferral / active EE | $3,939 | $3,128+25.9% | $4,238-7.1% | $3,608+9.2% |
| Admin fee / account holder | $4,042 | $4,251-4.9% | $5,795-30.2% | $5,124-21.1% |