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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 | $40,332 | $71,873-43.9% | $86,698-53.5% | $68,490-41.1% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -20.51% | 3.54%-24.0pp | 35.96%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $4,878 | $2,173+124.5% | $2,837+72.0% | $2,597+87.9% |
| Participant deferral / active EE | $6,309 | $3,779+66.9% | $4,656+35.5% | $4,028+56.6% |
| Admin fee / account holder | $940 | $6,110-84.6% | $7,492-87.5% | $5,403-82.6% |