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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 | $160,219 | $71,878+122.9% | $86,698+84.8% | $68,486+133.9% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -19.38% | 3.53%-22.9pp | 35.95%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $3,407 | $2,173+56.7% | $2,837+20.1% | $2,597+31.2% |
| Participant deferral / active EE | $7,210 | $3,779+90.8% | $4,656+54.9% | $4,028+79.0% |
| Admin fee / account holder | $4,761 | $6,113-22.1% | $7,493-36.5% | $5,404-11.9% |