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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 | $123,896 | $142,409-13.0% | $119,634+3.6% | $134,545-7.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -25.33% | -12.46%-12.9pp | -14.98%-10.3pp | 418.37%-443.7pp |
| Employer contribution / active EE | $4,570 | $5,224-12.5% | $4,232+8.0% | $4,742-3.6% |
| Participant deferral / active EE | $6,696 | $6,468+3.5% | $5,601+19.6% | $6,401+4.6% |
| Admin fee / account holder | $1,398 | $13,594-89.7% | $10,329-86.5% | $11,431-87.8% |