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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 | $71,606 | $181,896-60.6% | $156,551-54.3% | $273,972-73.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.89% | 30.74%-31.6pp | 32.23%-33.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $2,607 | $6,248-58.3% | $5,501-52.6% | $4,869-46.5% |
| Participant deferral / active EE | $6,092 | $5,550+9.8% | $4,871+25.1% | $5,287+15.2% |
| Admin fee / account holder | $11,140 | $15,560-28.4% | $13,028-14.5% | $10,133+9.9% |