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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 | $229,292 | $138,312+65.8% | $122,979+86.4% | $155,188+47.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | -7.18% | 22.06%-29.2pp | 20.12%-27.3pp | 148.84%-156.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,984 | $5,592-28.8% | $5,003-20.4% | $6,531-39.0% |
| Admin fee / account holder | $719 | $15,089-95.2% | $12,864-94.4% | $14,480-95.0% |