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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 | $125,264 | $67,411+85.8% | $91,004+37.6% | $70,126+78.6% |
| Participation rate | 70.3% | 71.4%-1.1pp | 75.6%-5.3pp | 69.5%+0.7pp |
| Annual return | 12.39% | -40.16%+52.6pp | 4.60%+7.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,701 | $1,786-4.8% | $2,456-30.7% | $2,343-27.4% |
| Participant deferral / active EE | $2,339 | $2,823-17.1% | $3,548-34.1% | $3,332-29.8% |
| Admin fee / account holder | $15,868 | $4,236+274.6% | $5,417+192.9% | $4,645+241.6% |