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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 | $130,233 | $71,878+81.2% | $86,698+50.2% | $68,486+90.2% |
| Participation rate | 78.0% | 72.2%+5.8pp | 76.6%+1.4pp | 67.9%+10.1pp |
| Annual return | -19.05% | 3.53%-22.6pp | 35.95%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,319 | $2,173-39.3% | $2,837-53.5% | $2,597-49.2% |
| Participant deferral / active EE | $4,327 | $3,779+14.5% | $4,656-7.1% | $4,028+7.4% |
| Admin fee / account holder | $4,522 | $6,113-26.0% | $7,493-39.6% | $5,404-16.3% |