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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 | $68,877 | $110,083-37.4% | $151,639-54.6% | $68,486+0.6% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -18.79% | -10.12%-8.7pp | 3.34%-22.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,335 | $4,470+64.1% | $6,165+19.0% | $2,597+182.5% |
| Participant deferral / active EE | $14,247 | $6,526+118.3% | $8,363+70.4% | $4,028+253.7% |
| Admin fee / account holder | $7,644 | $7,718-0.9% | $11,613-34.2% | $5,404+41.5% |