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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 | $229,201 | $100,805+127.4% | $86,698+164.4% | $134,532+70.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -21.81% | 29.09%-50.9pp | 35.95%-57.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,371 | $3,490-32.1% | $2,837-16.4% | $4,741-50.0% |
| Participant deferral / active EE | $6,719 | $5,339+25.8% | $4,656+44.3% | $6,401+5.0% |
| Admin fee / account holder | $4,748 | $10,925-56.5% | $7,493-36.6% | $11,429-58.5% |