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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 | $197,064 | $154,159+27.8% | $130,026+51.6% | $139,456+41.3% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.8pp |
| Annual return | 1.73% | 32.50%-30.8pp | -137.26%+139.0pp | 373.45%-371.7pp |
| Employer contribution / active EE | $3,954 | $5,292-25.3% | $4,321-8.5% | $4,753-16.8% |
| Participant deferral / active EE | $7,391 | $6,710+10.1% | $5,821+27.0% | $6,711+10.1% |
| Admin fee / account holder | $3,468 | $14,001-75.2% | $10,608-67.3% | $11,407-69.6% |