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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 | $79,058 | $76,551+3.3% | $123,894-36.2% | $62,881+25.7% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | -6.00% | 18.68%-24.7pp | 47.52%-53.5pp | 20.14%-26.1pp |
| Employer contribution / active EE | $19,123 | $2,882+563.4% | $4,617+314.2% | $2,281+738.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,499 | $4,826-48.2% | $8,357-70.1% | $4,296-41.8% |