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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 | $107,530 | $71,878+49.6% | $86,698+24.0% | $68,486+57.0% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | -19.78% | 3.53%-23.3pp | 35.95%-55.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $685 | $2,173-68.5% | $2,837-75.9% | $2,597-73.6% |
| Participant deferral / active EE | $5,673 | $3,779+50.1% | $4,656+21.8% | $4,028+40.9% |
| Admin fee / account holder | $464 | $6,113-92.4% | $7,493-93.8% | $5,404-91.4% |