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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 | $45,244 | $211,946-78.7% | $169,452-73.3% | $135,380-66.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.85% | 3.26%-13.1pp | 1.83%-11.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,550 | $5,117-50.2% | $4,157-38.7% | $4,779-46.7% |
| Participant deferral / active EE | $7,196 | $6,075+18.4% | $5,277+36.4% | $5,609+28.3% |
| Admin fee / account holder | $2,419 | $11,472-78.9% | $9,110-73.4% | $10,828-77.7% |