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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 | $73,667 | $110,083-33.1% | $151,645-51.4% | $68,490+7.6% |
| Participation rate | 92.3% | 84.0%+8.4pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -20.16% | -10.12%-10.0pp | 3.34%-23.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,614 | $4,470+3.2% | $6,165-25.2% | $2,597+77.7% |
| Participant deferral / active EE | $10,193 | $6,526+56.2% | $8,363+21.9% | $4,028+153.1% |
| Admin fee / account holder | $3,668 | $7,718-52.5% | $11,614-68.4% | $5,403-32.1% |