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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 | $40,844 | $71,872-43.2% | $86,691-52.9% | $68,495-40.4% |
| Participation rate | 80.9% | 72.2%+8.6pp | 76.6%+4.3pp | 67.9%+13.0pp |
| Annual return | -18.92% | 3.53%-22.4pp | 35.94%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,545 | $2,173+155.2% | $2,837+95.5% | $2,596+113.6% |
| Participant deferral / active EE | $12,322 | $3,779+226.1% | $4,656+164.6% | $4,028+205.9% |
| Admin fee / account holder | $3,257 | $6,112-46.7% | $7,492-56.5% | $5,403-39.7% |