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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 | $126,661+81.0% | $113,397+102.2% | $138,895+65.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | -7.18% | 25.05%-32.2pp | 23.20%-30.4pp | 145.39%-152.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,984 | $5,693-30.0% | $5,076-21.5% | $6,396-37.7% |
| Admin fee / account holder | $719 | $14,549-95.1% | $11,957-94.0% | $12,562-94.3% |