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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 | $74,785 | $64,719+15.6% | $112,249-33.4% | $68,486+9.2% |
| Participation rate | 79.0% | 67.2%+11.9pp | 75.1%+4.0pp | 67.9%+11.1pp |
| Annual return | -28.11% | -11.40%-16.7pp | 27.48%-55.6pp | -7.85%-20.3pp |
| Employer contribution / active EE | $2,781 | $2,747+1.3% | $3,636-23.5% | $2,597+7.1% |
| Participant deferral / active EE | $5,384 | $3,565+51.0% | $4,729+13.8% | $4,028+33.7% |
| Admin fee / account holder | $2,127 | $5,232-59.3% | $6,412-66.8% | $5,404-60.6% |