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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 | $75,132 | $81,870-8.2% | $119,608-37.2% | $68,495+9.7% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -18.96% | -23.82%+4.9pp | -14.98%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $8,340 | $2,692+209.8% | $4,232+97.0% | $2,596+221.2% |
| Participant deferral / active EE | $11,365 | $4,148+174.0% | $5,601+102.9% | $4,028+182.2% |
| Admin fee / account holder | $531 | $6,583-91.9% | $10,326-94.9% | $5,403-90.2% |