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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 | $51,944 | $64,719-19.7% | $112,249-53.7% | $68,486-24.2% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -24.82% | -11.40%-13.4pp | 27.48%-52.3pp | -7.85%-17.0pp |
| Employer contribution / active EE | $7,511 | $2,747+173.5% | $3,636+106.6% | $2,597+189.3% |
| Participant deferral / active EE | $9,729 | $3,565+172.9% | $4,729+105.7% | $4,028+141.6% |
| Admin fee / account holder | $5,481 | $5,232+4.8% | $6,412-14.5% | $5,404+1.4% |