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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 | $118,220 | $71,878+64.5% | $86,698+36.4% | $68,486+72.6% |
| Participation rate | 96.3% | 72.2%+24.0pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -18.95% | 3.53%-22.5pp | 35.95%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $5,000 | $2,173+130.1% | $2,837+76.3% | $2,597+92.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24,111 | $6,113+294.4% | $7,493+221.8% | $5,404+346.2% |