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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 | $72,111 | $52,306+37.9% | $69,779+3.3% | $62,881+14.7% |
| Participation rate | 93.5% | 67.2%+26.2pp | 71.8%+21.7pp | 69.3%+24.2pp |
| Annual return | -5.38% | 13.35%-18.7pp | 12.99%-18.4pp | 20.14%-25.5pp |
| Employer contribution / active EE | $13,797 | $1,799+666.9% | $2,338+490.0% | $2,281+504.9% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,043 | $3,691+9.5% | $4,381-7.7% | $4,296-5.9% |