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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 | $74,178 | $64,719+14.6% | $112,249-33.9% | $68,486+8.3% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -21.99% | -11.40%-10.6pp | 27.48%-49.5pp | -7.85%-14.1pp |
| Employer contribution / active EE | $6,312 | $2,747+129.8% | $3,636+73.6% | $2,597+143.1% |
| Participant deferral / active EE | $4,867 | $3,565+36.5% | $4,729+2.9% | $4,028+20.9% |
| Admin fee / account holder | $2,358 | $5,232-54.9% | $6,412-63.2% | $5,404-56.4% |