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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 | $160,753 | $110,083+46.0% | $151,645+6.0% | $68,490+134.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.55% | -10.12%-10.4pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $4,310 | $4,470-3.6% | $6,165-30.1% | $2,597+66.0% |
| Participant deferral / active EE | $7,303 | $6,526+11.9% | $8,363-12.7% | $4,028+81.3% |
| Admin fee / account holder | $8,097 | $7,718+4.9% | $11,614-30.3% | $5,403+49.9% |