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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 | $118,854 | $43,338+174.3% | $59,887+98.5% | $64,173+85.2% |
| Participation rate | 88.9% | 69.2%+19.7pp | 74.7%+14.2pp | 69.6%+19.3pp |
| Annual return | -11.39% | -1.55%-9.8pp | 3.46%-14.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,858 | $2,030+40.8% | $2,722+5.0% | $2,381+20.1% |
| Participant deferral / active EE | $6,121 | $2,547+140.3% | $3,402+79.9% | $3,470+76.4% |
| Admin fee / account holder | $2,533 | $3,007-15.8% | $3,591-29.5% | $4,887-48.2% |