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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 | $82,914 | $56,894+45.7% | $84,753-2.2% | $62,881+31.9% |
| Participation rate | 90.5% | 68.5%+21.9pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | -5.38% | 6.30%-11.7pp | 22.78%-28.2pp | 20.14%-25.5pp |
| Employer contribution / active EE | $8,333 | $2,400+247.3% | $3,574+133.1% | $2,281+265.4% |
| Participant deferral / active EE | $2,854 | $2,709+5.4% | $3,712-23.1% | $3,203-10.9% |
| Admin fee / account holder | $4,432 | $3,581+23.8% | $5,333-16.9% | $4,296+3.2% |