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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 | $55,752 | $77,817-28.4% | $123,553-54.9% | $64,173-13.1% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -8.20% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,660 | $3,014+21.4% | $4,628-20.9% | $2,381+53.7% |
| Participant deferral / active EE | $7,204 | $5,240+37.5% | $6,426+12.1% | $3,470+107.6% |
| Admin fee / account holder | $1,474 | $5,519-73.3% | $9,284-84.1% | $4,887-69.8% |