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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 | $73,025 | $123,155-40.7% | $108,753-32.9% | $155,188-52.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | -17.51% | 44.73%-62.2pp | 37.47%-55.0pp | 148.84%-166.3pp |
| Employer contribution / active EE | $3,512 | $2,811+24.9% | $2,427+44.7% | $4,248-17.3% |
| Participant deferral / active EE | $8,479 | $4,623+83.4% | $4,115+106.1% | $6,531+29.8% |
| Admin fee / account holder | $2,875 | $12,126-76.3% | $10,320-72.1% | $14,480-80.1% |