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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 | $85,575 | $99,053-13.6% | $88,179-3.0% | $138,895-38.4% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.1%+7.3pp | 79.9%-3.4pp |
| Annual return | -18.11% | 78.17%-96.3pp | 64.97%-83.1pp | 145.39%-163.5pp |
| Employer contribution / active EE | $2,644 | $2,882-8.3% | $2,549+3.7% | $4,194-37.0% |
| Participant deferral / active EE | $6,607 | $5,225+26.4% | $4,614+43.2% | $6,396+3.3% |
| Admin fee / account holder | $6,742 | $8,748-22.9% | $7,673-12.1% | $12,562-46.3% |