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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 | $74,988 | $72,388+3.6% | $111,392-32.7% | $64,173+16.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -9.98% | -1.50%-8.5pp | -2.06%-7.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $4,682 | $3,000+56.1% | $4,328+8.2% | $2,381+96.6% |
| Participant deferral / active EE | $5,415 | $4,241+27.7% | $5,567-2.7% | $3,470+56.1% |
| Admin fee / account holder | $3,785 | $5,719-33.8% | $12,266-69.1% | $4,887-22.6% |