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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 | $214,570 | $161,352+33.0% | $134,172+59.9% | $137,256+56.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | -17.88% | 28.72%-46.6pp | 25.30%-43.2pp | 220.34%-238.2pp |
| Employer contribution / active EE | $8,051 | $4,099+96.4% | $3,420+135.4% | $4,156+93.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $99,810 | $15,028+564.2% | $12,016+730.6% | $12,270+713.4% |