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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 | $177,711 | $81,870+117.1% | $119,622+48.6% | $68,486+159.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -25.93% | -23.82%-2.1pp | -14.98%-11.0pp | -7.85%-18.1pp |
| Employer contribution / active EE | $2,178 | $2,692-19.1% | $4,232-48.5% | $2,597-16.1% |
| Participant deferral / active EE | $5,810 | $4,148+40.1% | $5,601+3.7% | $4,028+44.3% |
| Admin fee / account holder | $6,455 | $6,583-2.0% | $10,328-37.5% | $5,404+19.4% |